JJ

Jeremiah Jerry Chafkin

Mr. Chafkin has more than 30 years of experience in financial services leadership in the asset management sector, primarily in North America. He is currently the Chief Investment Officer of Retirement Income Advisors, LLC (dba Preservation Capital Management). He was previously the Vice Chairman Investments of AssetMark Financial Holdings, Inc. (until April 2022). He was also previously CEO at AlphaSimplex Group, IXIS Asset Management US and spent nearly a decade at Charles Schwab in a range of roles. He began his career at Bankers Trust Company where he spent almost 15 years in a variety of asset management roles working with institutional clients in the USA and abroad. Mr. Chafkin is a member of the Risk Committee and Governance Committee.

Holding

Company
Last Notice
Direct Shares
Indirect Shares
Options
Convertibles
25/08/23100,816N/AN/AN/A

Transactions

Company
Date
Type
Amount
Price
Value
Notes
07/03/22
Buy
9,780$7.462$72,978On-market trade
04/03/22
Buy
12,617$7.425$93,676On-market trade
03/03/22
Buy
13,603$7.418$100,910On-market trade
20/12/19
Buy
95$6.400$608On-market trade
13/12/19
Buy
19,775$6.507$128,675On-market trade