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Joseph Jolson

Joseph A. Jolson

Founder, Non-Bank Financial Services Research Group at Montgomery Securities

Company:
Montgomery Securities

General Information

Experience

Majority Owner - HCAP Advisors LLC

Consulting Research Analyst - Donaldson Company Inc

Consulting Research Analyst At Management and Research - Fidelity Investments

Education

BA - History , Yale University

MBAUniversity of Pennsylvania

MBA with distinctionThe Wharton School

Affiliations

Board Member - HuaMei Capital Company , Inc.

Chairman of Board of Directors - Daily Stocks

Ten-Time Member of the Research Team - Institutional Investor All-American

Two-Time Member of All-Star Analyst Team - the Wall Street Journal

Board Member - HMCC-HuaMei Capital Company

Chief Executive Officer, the Chairman of Board of Directors and A Member of Executive Committee - Jolson Merchant Partners

Chairman - Harvest Capital Credit Corp

Recent News  

http://www.sec.gov/Archives/edgar/data/1559909/0001559909-18-000009.txt

Joseph A. Jolson
Joseph A. Jolson Joseph A. Jolson, Chairman and Chief Executive Officer. Mr. Jolson co-founded JMP Group Inc., now JMP Group LLC (NYSE: JMP), in 1999 and is its Chief Executive Officer, chairman of the board of directors, and a member of the executive committee. He is also the Chief Executive Officer of Harvest Capital Strategies and JMP Asset Management. Previously, he was a senior managing director and senior research analyst at Montgomery Securities, now Banc of America Securities, for 15 years. Prior to that, he was a consulting research analyst at Fidelity Management and Research in Boston in As a result of these and other professional experiences, Mr. Jolson possesses extensive knowledge and has deep experience in managing investment companies, financial analysis, corporate governance, strategic planning, business evaluation and oversight, all of which strengthen the Board's collective qualifications, skills and experience. Presently, Mr. Jolson serves as the chairman of our Board of Directors. As noted above, Mr. Jolson is an "interested person" of the Company as defined in Section 2(a)(19) of the 1940 Act. We believe that Mr. Jolson's history with our company, familiarity with its investment platform, and extensive knowledge of the financial services industry qualify him to serve as the chairman of our Board of Directors. We believe that we are best served through this existing leadership structure, as Mr. Jolson's relationship with our investment adviser provides an effective bridge and encourages an open dialogue between management and our Board of Directors, ensuring that these groups act with a common purpose. Jolson and Buckanavage. Jolson and Buckanavage are interested persons of the Company due to their positions as officers of the Company and affiliations with HCAP Advisors. Mr. Jolson is also the chief executive officer and chairman of the board of JMP Group, which is the Company's largest shareholder, the majority owner of HCAP Advisors, and the indirect parent company of JMP Credit Advisors and JMP Securities LLC.

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JMP Group |Executive Committee

Joseph Jolson
Chairman & Chief Executive Officer, JMP Group jjolson@jmpg.com Joe Jolson co-founded JMP Group and is its Chief Executive Officer, the Chairman of its board of directors and a member of its executive committee. Additionally, he is Chief Executive Officer of asset management subsidiaries Harvest Capital Strategies and JMP Asset Management. He serves as Chief Investment Officer of JMP Capital I and, from 1999 until 2015, served as portfolio manager of hedge fund strategy Harvest Opportunity Partners II. Joe was previously a Senior Managing Director and senior equity research analyst at Montgomery Securities, now Banc of America Securities. In 1984, he established Montgomery Securities' non-bank financial services research group, covering California and regional thrifts, government-sponsored enterprises, specialty lenders and mortgage finance companies over the next 15 years. In 1989, he initiated the firm's real estate practice; and, in 1994, he launched its auto services effort. Joe was a consulting research analyst at Fidelity Management and Research in 1983 and 1984 and at Donaldson, Lufkin & Jenrette from 1980 through 1982, following the financial services industry as well as selected emerging growth companies in both instances. Joe was named to Institutional Investor magazine's All-America Research Team for ten consecutive years, between 1986 and 1995, for his coverage of the savings and loan industry and was also selected as an All-Star Analyst in the financial services category by The Wall Street Journal in 1996 and 1997. Additionally, he was ranked as a top-five thrift analyst by Greenwich Associates every year from 1985 through 1994. Joe received an MBA with distinction from The Wharton School at the University of Pennsylvania and a BA degree from Yale University.

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JMP Group |Executive Committee

Joseph A. Jolson
Chairman & CEO, JMP Group CEO, Harvest Capital Strategies jjolson@jmpg.com Joe Jolson co-founded JMP Group and is its Chief Executive Officer, the Chairman of its board of directors and a member of its executive committee. Additionally, he is Chief Executive Officer of asset management subsidiaries Harvest Capital Strategies and JMP Asset Management. From 1999 until 2015, he was also portfolio manager of hedge fund strategy Harvest Opportunity Partners II, which invested in the financial services and business services industries. Joe was previously a Senior Managing Director and senior equity research analyst at Montgomery Securities, now Banc of America Securities. In 1984, he established Montgomery Securities' non-bank financial services research group, covering California and regional thrifts, government-sponsored enterprises, specialty lenders and mortgage finance companies over the next 15 years. In 1989, he initiated the firm's real estate practice; and, in 1994, he launched its auto services effort. Joe was a consulting research analyst at Fidelity Management and Research in 1983 and 1984 and at Donaldson, Lufkin & Jenrette from 1980 through 1982, following the financial services industry as well as selected emerging growth companies in both instances. Joe was named to Institutional Investor magazine's All-America Research Team for ten consecutive years, between 1986 and 1995, for his coverage of the savings and loan industry and was also selected as an All-Star Analyst in the financial services category by The Wall Street Journal in 1996 and 1997. Additionally, he was ranked as a top-five thrift analyst by Greenwich Associates every year from 1985 through 1994. Joe received an MBA with distinction from The Wharton School at the University of Pennsylvania and a BA degree from Yale University.

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