Jason Joanis
Director of Investments bij Slatestone Wealth LLC
Actieve functies van Jason Joanis
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Director of Investments | 01-01-2022 | - |
Portefeuillebeheerder-Aandelen | 01-01-2022 | - |
Loopbaan van Jason Joanis
Eerdere bekende functies van Jason Joanis
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
DaneVest Capital LLC
DaneVest Capital LLC Investment ManagersFinance DaneVest Capital LLC (DaneVest Capital) is a private equity firm founded in 2007 by Terrence R. Wall. The firm is headquartered in Middleton, Wisconsin. | Private Equity Investor | - | 30-10-2009 |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Corporate Officer/Principal | 01-01-1998 | 01-01-1999 |
Holt-Smith Advisors, Inc.
Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Analyst-Equity | 01-01-1999 | - |
Lid van de Investeringscommissie | 01-01-1999 | - | |
Portefeuillebeheerder-Aandelen | 01-01-1999 | - |
Opleiding van Jason Joanis
St. Norbert College, Inc. | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
---|---|
Holt-Smith Advisors, Inc.
Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Finance |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
DaneVest Capital LLC
DaneVest Capital LLC Investment ManagersFinance DaneVest Capital LLC (DaneVest Capital) is a private equity firm founded in 2007 by Terrence R. Wall. The firm is headquartered in Middleton, Wisconsin. | Finance |
Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Finance |
- Beurs
- Insiders
- Jason Joanis
- Ervaring