Jason Michael Tkach
Trading-Equity bij Kendall Capital Management, Inc.
Profiel
Mr. Jason M.
Tkach, CFA, is a Portfolio Manager & Assistant Vice President at Kendall Capital Management, Inc. He brings a wealth of investment, accounting, and project management experience to his role.
His primary responsibilities include trade execution, rebalancing assets, and portfolio management research.
He has a strong commitment to customer service and to ensuring that clients' investment portfolios align with both their near- and long-term goals.
Mr. Tkach began his career as an Associate at SEI, a financial services firm in Oaks, Pennsylvania.
While at SEI, he gained experience in the trust division of the company, working as a Project Management Analyst and running the unit’s client satisfaction survey, before working as a Private Equity Accounting Analyst.
He moved to Washington, DC in 2012 to join Cambridge Associates.
There he worked as a Senior Research Associate focused on comparative portfolio performance, asset allocation, and spending rates for institutional clients such as colleges & universities and foundations.
He graduated from Loyola University in Maryland with a BBA in Economics.
He earned the CFA designation in August 2017.
Actieve functies van Jason Michael Tkach
| Bedrijven | Functie | Begin |
|---|---|---|
Kendall Capital Management, Inc.
 Kendall Capital Management, Inc. Investment ManagersFinance Kendall Capital Management, Inc. is a financial and investment advisory firm based in Rockville, MD. Kendall Capital focuses on serving "middle-class millionaires" and operates as a fee-only fiduciary firm. The private company provides personalized financial advice to hardworking and financially prudent individuals, equivalent to that offered to ultra-high-net-worth individuals. Kendall Capital offers fiduciary financial planning and wealth management to people with assets of more than $500,000 in the MD, DC, and VA area. Contact them today to schedule a meeting. The company was founded in 2005 by Clark Alan Kendall, who has been the CEO since then. | Trading-Equity | 01-12-2014 |
Eerdere bekende functies van Jason Michael Tkach
| Bedrijven | Functie | Einde |
|---|---|---|
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Analyst-Equity | 01-11-2014 |
Opleiding van Jason Michael Tkach
| Loyola University Maryland, Inc. | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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Kendall Capital Management, Inc.
Kendall Capital Management, Inc. Investment ManagersFinance Kendall Capital Management, Inc. is a financial and investment advisory firm based in Rockville, MD. Kendall Capital focuses on serving "middle-class millionaires" and operates as a fee-only fiduciary firm. The private company provides personalized financial advice to hardworking and financially prudent individuals, equivalent to that offered to ultra-high-net-worth individuals. Kendall Capital offers fiduciary financial planning and wealth management to people with assets of more than $500,000 in the MD, DC, and VA area. Contact them today to schedule a meeting. The company was founded in 2005 by Clark Alan Kendall, who has been the CEO since then. | Finance |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Finance |
