Management
Jeremy J. Modell
serves as Vice President and Portfolio Manager of the Company. Mr. Modell graduated from Brown University with a B.A. in Business Economics, and graduated from the Stephen M. Ross School at the University of Michigan with an M.B.A. in Finance.Prior to joining R.H. Bluestein & Company, Mr. Modell spent several years at Salomon Smith Barney where he served as Vice President-Investments and was responsible for portfolio management of client assets and analytical research in the equity markets.
Mr. Modell is a member of the Karmanos Cancer Partners Executive Committee and co-founded The Young Friends of Woodward, a non-profit organization which strives to improve the lives of inner-city youth in Detroit. Mr. Modell satisfactorily completed the General Securities Representative, Series 7, Uniform Securities Agent State Law, Series 63; and Uniform Investment State Law Examination, Series 65.
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