Jamie Allen Upson
Algemeen Directeur bij Stonehearth Capital Management LLC
Profiel
Mr. Jamie A.
Upson is a President & Chief Executive Officer at Stonehearth Capital Management LLC.
For the first couple of years at Stonehearth, he was entrenched in portfolio management design, strategy, and product analysis.
In 2017, He purchased Stonehearth Capital Management and now serve as the firm’s President and CEO.
He joined Fidelity Investments as a trader.
In 2000, He responded to an ad on Monster.com which is how he met Mr. Richard Prout, the founder of Stonehearth Capital Management.
He received his undergraduate degree from St. Anselm College.
In 2006, He passed the Certified Financial Planner exam.
Actieve functies van Jamie Allen Upson
| Bedrijven | Functie | Begin |
|---|---|---|
Stonehearth Capital Management LLC
 Stonehearth Capital Management LLC Investment ManagersFinance Stonehearth Capital Management LLC (SCM) is an independent, trust-based wealth management ?rm headquartered in Danvers, Massachusetts. The firm was founded by Richard E. Prout in 1995 as Prout Financial Services. They evolve into Wealth Management Group LLC in 2004 and became Stonehearth Capital Management in 2014. SCM offers financial planning, retirement planning, and investment management services customized to the needs of individuals, businesses, and organizations. | Algemeen Directeur | 16-01-2017 |
Opleiding van Jamie Allen Upson
| St. Anselm College | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Stonehearth Capital Management LLC
Stonehearth Capital Management LLC Investment ManagersFinance Stonehearth Capital Management LLC (SCM) is an independent, trust-based wealth management ?rm headquartered in Danvers, Massachusetts. The firm was founded by Richard E. Prout in 1995 as Prout Financial Services. They evolve into Wealth Management Group LLC in 2004 and became Stonehearth Capital Management in 2014. SCM offers financial planning, retirement planning, and investment management services customized to the needs of individuals, businesses, and organizations. | Finance |
