03.09.2019
88
Kolbert Investments 7,0/10 9671 reviews
  1. Kohlberg Investment Group
Kolbert

Our analysts have been recognized by and won accolades from respected industry publishers such as: Business Week, CNBC, CNN, Forbes, Institutional Investor, Investor’s Business Daily, MoneyLine, Starmine, and The Wall Street Journal’s “Best on the Street”.

Investments

Sep 28, 2012. Issuing the calls and making their investment. StemCells Inc. Price at time of Maxim coverage: $1.65. Current price: $2.12. On August 23rd The Maxim Group LLC initiated independent research coverage on the Company with a 'Buy' recommendation. The report was authored by Jason Kolbert,. Mar 14, 2014. Much as we like to think our legacy will be the sum of our great works of art and science, humans might go down in geologic history as the force behind a tiny, extraordinary line of dirt.

Anthony V. Vendetti
Executive Managing Director of Research
Healthcare and Health & Wellness
Jason McCarthy, Ph.D
Senior Managing Director
Biotechnology
Nehal Chokshi
Managing Director
Enterprise & Consumer Technology
Allen Klee, CFA
Senior Vice President
IT & Software Services and Media
Michael Diana
Managing Director
Financial Services
Stephen Anderson
Senior Equity Analyst
Restaurants
Tate Sullivan, CFA
Senior Industrials Analyst
Industrials
Kohlberg investments

Experience and Background

Kohlberg Investment Group

I have spent the entirety of my professional career teaching, coaching and motivating individuals and families to reach goals they never thought possible!
Together, Jeanne Usereau, our branch office administrator, and I love working closely with our clients to ensure that we understand their goals and challenges. We have a passion for understanding what is important to you, as that is critical to our partnership with you.
My wife, Michelle, and I live in Swanzey with our two sons who are 14 and 9. When not at work, I thoroughly enjoy gardening, fishing and looking for that elusive Whitetail deer! My wife and I are also very active in the educational community serving in capacities on the school board and PTO.
We partner with clients who are serious about investing over the long term. We aim to provide the highest level of service and education to make sense of investing. We would love to answer your questions and get to know your personal situation. Together we can chart a course and implement informed sound and personalized strategies. Please feel free to contact me to discuss you!

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