Joel Bernard Kantor
Founder at Mimosa Tree Capital Partners LLC
Profile
Mr. Joel B.
Kantor is a Partner & Financial Planner at Native American Fund Advisors LLC and Pinnacle Holdings LLC and Managing Partner & Co-Founder at Mimosa Tree Capital Partners LLC.
His primary responsibilities at Pinnacle include financial planning, portfolio management, and new business development.
He is a Registered Investment Advisor.
He joined Pinnacle in 2005.
Mr. Kantor also served on the board at Avansic, Inc. He has over 24 years experience in the investment industry with various brokerage firms, and 10 years as a financial planner and investment advisor.
His former board memberships include the Tulsa Jewish Retirement Center, the Tulsa Jewish Federation, Tulsa Metropolitan Ministries, the Day Center for the Homeless, Federation of Flyfishers, and Trout Unlimited.
He received a B.B.A.
in Accounting from the University of Oklahoma in 1978.
He completed the Certified Financial Planner examination in 2000.
He is a past Certified Financial Planner designee.
Joel Bernard Kantor active positions
| Companies | Position | Start |
|---|---|---|
Native American Fund Advisors LLC
 Native American Fund Advisors LLC Investment ManagersFinance Native American Fund Advisors LLC (NAFA) is an independent, SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 1996 by David Poarch and R. Brett Kramer. NAFA offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm also offers financial analysis on a consulting basis for investment policies, BIA trust fund applications, investment portfolios, cash management, municipal debt defeasance, and liability hedging programs. | Portfolio Manager-Equities | 2005-05-31 |
Mimosa Tree Capital Partners LLC
 Mimosa Tree Capital Partners LLC Investment ManagersFinance Mimosa tree capital partners LLC (Mimosa tree capital partners) is a private equity firm founded in 1999 by Joel B. Kantor and P. Vincent LoVoi. The firm is headquartered in Tulsa, oklahoma. | Founder | 2009-08-23 |
Pinnacle Holdings LLC
 Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Portfolio Manager-Equities | 2004-12-31 |
Former positions of Joel Bernard Kantor
| Companies | Position | End |
|---|---|---|
Avansic, Inc.
 Avansic, Inc. Miscellaneous Commercial ServicesCommercial Services Avansic, Inc. provides digital forensics services to the business and legal communities. The firm offers e-discovery and digital forensics services to attorneys, litigation support teams and business communities across the nation. It has offices in Dallas, Houston, Little Rock, New Orleans, St. Louis and Tulsa. The company was founded in 2004 by Gavin W. Manes and is headquartered in Tulsa, OK. | Director/Board Member | - |
Training of Joel Bernard Kantor
| University of Oklahoma | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Native American Fund Advisors LLC
Native American Fund Advisors LLC Investment ManagersFinance Native American Fund Advisors LLC (NAFA) is an independent, SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 1996 by David Poarch and R. Brett Kramer. NAFA offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm also offers financial analysis on a consulting basis for investment policies, BIA trust fund applications, investment portfolios, cash management, municipal debt defeasance, and liability hedging programs. | Finance |
Mimosa Tree Capital Partners LLC
Mimosa Tree Capital Partners LLC Investment ManagersFinance Mimosa tree capital partners LLC (Mimosa tree capital partners) is a private equity firm founded in 1999 by Joel B. Kantor and P. Vincent LoVoi. The firm is headquartered in Tulsa, oklahoma. | Finance |
Avansic, Inc.
Avansic, Inc. Miscellaneous Commercial ServicesCommercial Services Avansic, Inc. provides digital forensics services to the business and legal communities. The firm offers e-discovery and digital forensics services to attorneys, litigation support teams and business communities across the nation. It has offices in Dallas, Houston, Little Rock, New Orleans, St. Louis and Tulsa. The company was founded in 2004 by Gavin W. Manes and is headquartered in Tulsa, OK. | Commercial Services |
Pinnacle Holdings LLC
Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Finance |
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