Jason Allen Eliason
Chief Investment Officer bij Waller Financial Planning Group, Inc.
Oorsprong van het eerstegraads netwerk van Jason Allen Eliason
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Ohio Wesleyan University
21
| College/University | Other Consumer Services | 21 |
Waller Financial Planning Group, Inc.
Waller Financial Planning Group, Inc. Investment ManagersFinance Waller Financial Planning Group, Inc. (WFPG) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Columbus, Ohio. The firm was founded by Larry Waller in 1985. WFPG provides asset management services to individuals both high-net worth and other than high-net worth, as well as pension and profit-sharing plans and charitable organizations.
1
| Private Company | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jason Allen Eliason via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Washington University in St. Louis | College/University | Masters Business Admin | |
ONEX CORPORATION | Investment Managers | Private Equity Investor | |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity | |
Nomura Asset Management USA, Inc.
Nomura Asset Management USA, Inc. Investment ManagersFinance Nomura Asset Management USA, Inc. (NAM-USA) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly owned subsidiary of Nomura Asset Management Co., Ltd., which is wholly owned by Nomura Holdings, Inc. (TYO: 8604; NYSE: NMR) in Japan. NAM-USA offers discretionary investment management services to institutional clients such as corporate pension plans, US registered investment companies and non-US pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Trading-Equity | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Analyst | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Graduate Degree Graduate Degree | |
BRR Opco LLC
BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Franklin University | College/University | Undergraduate Degree | |
Trafelet & Co. LLC
Trafelet & Co. LLC Investment ManagersFinance Trafelet & Co. LLC is a private investment firm founded in 2000 by Remy W. Trafelet. Headquartered in New York City, the firm manages assets of financially sophisticated clients. | Investment Managers | Trading-Equity | |
Immuta, Inc.
Immuta, Inc. Packaged SoftwareTechnology Services Immuta, Inc. provides data management services. It offers virtual data fabric, individual access, protect personal data, dynamic control and auditing. The company was founded in 2015 by Matthew Carroll, Steven Touw, Michael Schiller and Sapan Shah and is headquartered in Boston, MA. | Packaged Software | Director/Board Member | |
SOFI TECHNOLOGIES, INC. | Finance/Rental/Leasing | Consultant / Advisor | |
Lateral Capital LLC (New York)
Lateral Capital LLC (New York) Investment ManagersFinance Lateral Capital LLC (New York) (Lateral Capital) is a venture capital firm founded in 2016 by Rob Eloff. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
Haven Servicing, Inc.
Haven Servicing, Inc. Internet Software/ServicesTechnology Services Haven Technology, Inc. is engaged in the financial services industry. The company is headquartered in Brooklyn, NY. | Internet Software/Services | Director/Board Member | |
Booster Fuels, Inc.
Booster Fuels, Inc. Miscellaneous Commercial ServicesCommercial Services Booster Fuels, Inc. engages in developing an app-based service to deliver and pump gas in office parking lots. Its partners include campus-based companies, commercial real estate owners, universities, and commercial fleets. The company was founded by Frank Mycroft, Diego Netto, and Tyler Raugh in 2014 and is headquartered in San Mateo, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Conversion Capital LLC
Conversion Capital LLC Investment ManagersFinance Conversion Capital LLC (Conversion Capital) is a venture capital firm founded in 2012 by Christian Lawless. The firm is headquartered in New York. | Investment Managers | Founder | |
Riskmetrics Group LLC
Riskmetrics Group LLC Miscellaneous Commercial ServicesCommercial Services Riskmetrics Group LLC provides financial risk management services. The firm provides financial analytics and wealth management solutions to different financial institutions, corporations and central banks. It consists of three primary business units–risk management, governance services and financial research. The company was founded by Ethan M. Berman in 1994 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Ozy Media, Inc.
Ozy Media, Inc. Publishing: NewspapersConsumer Services Ozy Media, Inc. operates a daily news and culture site. The firm specializes on providing news and information about people, places, trends, ideas, and opinions. The company was founded by Samir Rao and Carlos Watson on November 8, 2012 and is headquartered in Mountain View, CA. | Publishing: Newspapers | Sales & Marketing | |
Advisen Ltd.
Advisen Ltd. Packaged SoftwareTechnology Services Advisen Ltd. provides data, media, and technology solutions for the commercial property and casualty insurance market. The company was founded by David K. Bradford and Thomas P. Ruggieri in 2000 and is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal | |
RBC Capital Markets, Inc.
RBC Capital Markets, Inc. Investment ManagersFinance Part of Royal Bank of Canada, RBC Capital Markets, Inc. provides investment advice. The company is based in Albany, NY. | Investment Managers | Corporate Officer/Principal | |
University of Bath | College/University | Masters Business Admin | |
North Coast Ventures
North Coast Ventures Investment ManagersFinance North Coast Ventures (North Coast Ventures) is a venture capital firm founded in 2006 by Clay Rankin. The firm is headquartered in Ohio, Cleveland. | Investment Managers | Director of Finance/CFO | |
Cushing Asset Management LP
Cushing Asset Management LP Investment ManagersFinance Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers. | Investment Managers | Trading-Equity | |
Altera Corp. (M) Sdn. Bhd. | Corporate Officer/Principal | ||
Motorola Solutions Malaysia Sdn. Bhd.
Motorola Solutions Malaysia Sdn. Bhd. Telecommunications EquipmentElectronic Technology Part of Motorola Solutions, Inc., Motorola Solutions Malaysia Sdn. The company is based in Petaling Jaya, Malaysia. Bhd. is a Malaysian company that manufactures communication devices and equipment. | Telecommunications Equipment | Corporate Officer/Principal | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
AEMULUS HOLDINGS | Electronic Equipment/Instruments | Director/Board Member | |
University of Pennsylvania | College/University | Masters Business Admin | |
Kennelwood Pet Resorts | Chairman | ||
The Yield Lab Manager LLC
The Yield Lab Manager LLC Investment ManagersFinance The Yield Lab Manager LLC (Yield Lab Manager) is a venture capital firm founded in 2014 by Thad W Simons and Thomas Adamitis. The firm is headquartered in St. Louis, Missouri. | Investment Managers | Private Equity Investor | |
Cultivation Capital LLC
Cultivation Capital LLC Investment ManagersFinance Cultivation Capital LLC (Cultivation Capital) is a venture capital firm founded in 2012 by Brian Matthews, Cliff Holekamp, Jim McKelvey, Kyle Welborn, and Peter Esparrago. The firm is headquartered in St. Louis, Missouri. | Investment Managers | Private Equity Investor | |
Sheldon Arts Foundation
Sheldon Arts Foundation Movies/EntertainmentConsumer Services Sheldon Arts Foundation provides music, art and educational programs. The company was founded in 1988 and is headquartered in Saint Louis, MO. | Movies/Entertainment | Director/Board Member | |
Mendoza College of Business | College/University | Graduate Degree | |
Indiana University | College/University | Graduate Degree | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Equity | |
Association for Computing Machinery, Inc.
Association for Computing Machinery, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Computing Machinery, Inc. provides educational and scientific computing services. It offers journals & magazines, conferences, workshops, electronic forums, and online books & courses. The company has office in China. Association for Computing Machinery was founded on September 15, 1947 and is headquartered in New York, NY. | Miscellaneous Commercial Services | President | |
NorthCoast Asset Management LLC
NorthCoast Asset Management LLC Investment ManagersFinance NorthCoast Asset Management LLC (NorthCoast) is an investment advisory firm headquartered in Greenwich, Connecticut. The firm was co-founded in 1988 by Paul Dean, James Semels and Harry Suber. They are a subsidiary of Connectus Group LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). NorthCoast provides advisory services to individual investors, financial advisors and institutions. | Investment Managers | Corporate Officer/Principal | |
Guardsmark LLC
Guardsmark LLC Miscellaneous Commercial ServicesCommercial Services Guardsmark LLC provides security services. Its offers security, investigation and screening, facility consulting, and executive protection services. The company was founded by Ira A. Lipman on November 13, 2002 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Chief Executive Officer |
Statistieken
Internationaal
Verenigde Staten | 40 |
Maleisië | 4 |
Canada | 2 |
Verenigd Koninkrijk | 2 |
Sectoraal
Finance | 23 |
Consumer Services | 11 |
Commercial Services | 6 |
Technology Services | 4 |
Electronic Technology | 3 |
Operationeel
Corporate Officer/Principal | 37 |
Undergraduate Degree | 23 |
Director/Board Member | 14 |
Analyst-Equity | 10 |
Private Equity Investor | 6 |
Sterkste connecties
- Beurs
- Insiders
- Jason Allen Eliason
- Bedrijfsconnecties