Jorge PollittCRD Number: 4570411
Current Firm: Mar Vista Investment Partners, LLC
Jorge Pollitt (CRD# 4570411) is an Investment Advisor Representative working at Mar Vista Investment Partners, LLC in Hinsdale, IL and has over 12 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Quasar Distributors, LLC||Milwaukee, WI||Jul 2016 - Current||< 1|
|Mar Vista Investment Partners, LLC||Los Angeles, CA||Mar 2016 - Current||< 1|
|Hood River Capital Management LLC||Portland, OR||Mar 2016 - Current||< 1|
|Foreside Fund Services, LLC||Hinsdale, IL||Jul 2012 - Jun 2016||3|
|Roxbury Capital Management||Santa Monica, CA||Mar 1998 - Mar 2016||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2005|
|S65||NASAA Investment Advisors Law Examination||Nov 2003|
Total Assets Under Management2,430MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$19,436,677
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, IL, LA, MD, MN, NE, NH, OH, SD, TX, VA, VT, WA
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