Jason Klinghoffer, Cfa

Jason Klinghoffer, Cfa Email and Phone Number

Principal of MaxQ Analytics, LLC and Director at Mischler Financial Group @ MaxQ Analytics, LLC
Jason Klinghoffer, Cfa's Location
Los Angeles Metropolitan Area, United States
Jason Klinghoffer, Cfa's Contact Details

Jason Klinghoffer, Cfa work email

Jason Klinghoffer, Cfa personal email

About Jason Klinghoffer, Cfa

*CFA Charterholder and member of the CFA Society of Orange County.*Developer & Principal for MaxQ Analytics*Investment-Grade fixed income products for institutional clientele.*Trading in various FI types: Agy, Supra, Tsy, IG and HY corps, ABS, CMBS, MBS.*Guest lecturer at national and state sponsored treasurer conferences and workshops.

Jason Klinghoffer, Cfa's Current Company Details
MaxQ Analytics, LLC

Maxq Analytics, Llc

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Principal of MaxQ Analytics, LLC and Director at Mischler Financial Group
Jason Klinghoffer, Cfa Work Experience Details
  • Maxq Analytics, Llc
    Principal
    Maxq Analytics, Llc Jan 2022 - Present
    Newport Beach, California, United States
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  • Mischler Financial Group
    Director
    Mischler Financial Group Sep 2014 - Present
    Newport Beach, Ca
    *Portfolio analysis and strategy recommendations for institutional client portfolios. *Execution of fixed income transactions on behalf of institutional clients.*Client portfolio monitoring for rebalancing opportunities and changes in credit, mark-to-market, and investment policy revisions. *Development of proprietary analytical tools and resources for security and portfolio analysis.
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  • Cantor Fitzgerald
    Director
    Cantor Fitzgerald Mar 2009 - Sep 2014
    Houston, Tx
    *Portfolio analysis and strategy recommendations for institutional client portfolios. *Execution of fixed income transactions on behalf of institutional clients.*Client portfolio monitoring for rebalancing opportunities and for changes in credit, mark-to-market, and investment policy revisions. *Development of proprietary analytical tools and resources for security and portfolio analysis.
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  • Sgc
    Strategist
    Sgc May 2006 - Feb 2009
    Houston, Tx
    *Retail and Institutional trading of various fixed income products.*Provided intra-day price transparency to brokers and fund managers.*Monitored daily market movements for client commentary and recommendation updates.*Provided back office support for initiating tickets and TRACE reporting requirements.*Provided support for various client safekeeping and portfolio tracking requests
  • United States Marine Corps
    Sergeant
    United States Marine Corps Nov 1998 - Nov 2004
    Topeka, Ks / Houston, Tx
    *Served as Rifleman, Squad Leader and Ammunition Technician*Organized and supervised multiple Marine platoons in infantry and ammunition storage environments.*Coordinated and directed the implementation of field ammunition supply points.*Implemented mobile re-supply standards for 1st Battalion, 23rd Marines.
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Jason Klinghoffer, Cfa Skills

Fixed Income Portfolio Management Bloomberg Trading Investments Leadership Strategy Investment Management Analytics Microsoft Excel Mutual Funds Fixed Income Analysis Bloomberg Terminal Managerial Finance Mbs Foreign Exchange Back Office Pricing Treasury

Jason Klinghoffer, Cfa Education Details

Frequently Asked Questions about Jason Klinghoffer, Cfa

What company does Jason Klinghoffer, Cfa work for?

Jason Klinghoffer, Cfa works for Maxq Analytics, Llc

What is Jason Klinghoffer, Cfa's role at the current company?

Jason Klinghoffer, Cfa's current role is Principal of MaxQ Analytics, LLC and Director at Mischler Financial Group.

What is Jason Klinghoffer, Cfa's email address?

Jason Klinghoffer, Cfa's email address is jk****@****ial.com

What is Jason Klinghoffer, Cfa's direct phone number?

Jason Klinghoffer, Cfa's direct phone number is +191324*****

What schools did Jason Klinghoffer, Cfa attend?

Jason Klinghoffer, Cfa attended Kansas State University.

What skills is Jason Klinghoffer, Cfa known for?

Jason Klinghoffer, Cfa has skills like Fixed Income, Portfolio Management, Bloomberg, Trading, Investments, Leadership, Strategy, Investment Management, Analytics, Microsoft Excel, Mutual Funds, Fixed Income Analysis.

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