Jacob Sonenshine
Director/Board Member at FIRST FOUNDATION INC.
Net worth: 635 709 $ as of 2024-04-29
Profile
Jacob Sonenshine is the founder of McGladrey Capital Markets LLC, which was founded in 1999.
He held the title of President in 2005.
He is also the founder of RSM EquiCo, Inc., which was founded in 1999.
Mr. Sonenshine's current job(s) include being a Director at First Foundation Bank, an Independent Director at First Foundation, Inc. since 2007, a Member at Young Presidents' Organization, Inc., a Member at CFA Institute, and the President of Prell Restaurant Group LLC since 2012.
Mr. Sonenshine's former job(s) include being a Director at New Momentum LLC, a Member of the California State Bar Association, and the President & Chief Operations Officer of Professional Retirement Planning LP from 2006 to 2012.
Mr. Sonenshine's education history includes an MBA from USC Marshall School of Business, an undergraduate degree from The Wharton School of the University of Pennsylvania, a graduate degree from the University of South Carolina School of Law, and an undergraduate degree from The College of Arts & Sciences.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
FIRST FOUNDATION, INC.
0.17% | 2024-04-04 | 94,882 ( 0.17% ) | 635 709 $ | 2024-04-29 |
Jacob Sonenshine active positions
| Companies | Position | Start |
|---|---|---|
| FIRST FOUNDATION INC. | Director/Board Member | 2006-12-31 |
First Foundation Bank
 First Foundation Bank Regional BanksFinance First Foundation Bank engages in the provision of commercial banking services. The company was founded in 2007 and is headquartered in Irvine, CA. | Director/Board Member | - |
| Prell Restaurant Group LLC | President | 2011-12-31 |
Young Presidents' Organization, Inc.
 Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007. | Corporate Officer/Principal | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
Former positions of Jacob Sonenshine
| Companies | Position | End |
|---|---|---|
| California State Bar Association | Corporate Officer/Principal | 2014-05-14 |
Professional Retirement Planning LP
 Professional Retirement Planning LP Investment ManagersFinance Professional Retirement Planning LP, also known as PRP, is a registered investment advisory company that provides retirement plans, trusts, businesses, and individuals with diversified, passively managed portfolios. The private company is based in Houston, TX. The company utilizes a unique group of mutual funds that were previously only available to large institutional investors. The company's investment strategies are based on Nobel Prize-winning strategies derived from extensive historical research by leading academic economists, including Nobel laureate Merton Miller, Eugene Fama, and Kenneth French. In addition to investment services, PRP also offers actuarial and 401(k) consulting services. | President | 2011-12-31 |
McGladrey Capital Markets LLC
 McGladrey Capital Markets LLC Investment Banks/BrokersFinance McGladrey Capital Markets LLC is a boutique investment banking company. It provides financial advisory, mergers, acquisitions, divestitures, recapitalizations, capital raising, fairness opinions and restructuring services. The firm caters to manufacturing, agriculture, forestry, fishing, mining, construction, transportation, communications, utilities, finance, insurance and real estate industries. The company was founded in 1998 and is headquartered in Costa Mesa, CA. | Founder | 2004-12-31 |
RSM EquiCo, Inc.
 RSM EquiCo, Inc. Investment Banks/BrokersFinance Part of H & R Block, Inc., RSM EquiCo, Inc. is a company that provides business valuation and investment banking services. The company is based in Costa Mesa, CA. The company was founded by Jacob Sonenshine. | Founder | 2004-12-31 |
| ░░░ ░░░░░░░░ ░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
Training of Jacob Sonenshine
| USC Marshall School of Business | Masters Business Admin |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
| University of South Carolina School of Law | Graduate Degree |
| The College of Arts & Sciences | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| FIRST FOUNDATION INC. | Finance |
| Private companies | 9 |
|---|---|
McGladrey Capital Markets LLC
McGladrey Capital Markets LLC Investment Banks/BrokersFinance McGladrey Capital Markets LLC is a boutique investment banking company. It provides financial advisory, mergers, acquisitions, divestitures, recapitalizations, capital raising, fairness opinions and restructuring services. The firm caters to manufacturing, agriculture, forestry, fishing, mining, construction, transportation, communications, utilities, finance, insurance and real estate industries. The company was founded in 1998 and is headquartered in Costa Mesa, CA. | Finance |
New Momentum LLC
 New Momentum LLC Miscellaneous Commercial ServicesCommercial Services New Momentum LLC provides consultancy services. | Commercial Services |
Young Presidents' Organization, Inc.
Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007. | Commercial Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| California State Bar Association | |
First Foundation Bank
First Foundation Bank Regional BanksFinance First Foundation Bank engages in the provision of commercial banking services. The company was founded in 2007 and is headquartered in Irvine, CA. | Finance |
Professional Retirement Planning LP
Professional Retirement Planning LP Investment ManagersFinance Professional Retirement Planning LP, also known as PRP, is a registered investment advisory company that provides retirement plans, trusts, businesses, and individuals with diversified, passively managed portfolios. The private company is based in Houston, TX. The company utilizes a unique group of mutual funds that were previously only available to large institutional investors. The company's investment strategies are based on Nobel Prize-winning strategies derived from extensive historical research by leading academic economists, including Nobel laureate Merton Miller, Eugene Fama, and Kenneth French. In addition to investment services, PRP also offers actuarial and 401(k) consulting services. | Finance |
| Prell Restaurant Group LLC | |
RSM EquiCo, Inc.
RSM EquiCo, Inc. Investment Banks/BrokersFinance Part of H & R Block, Inc., RSM EquiCo, Inc. is a company that provides business valuation and investment banking services. The company is based in Costa Mesa, CA. The company was founded by Jacob Sonenshine. | Finance |
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