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Jason Thomas Connolly
Chief Investment Officer bij Sugarloaf Wealth Management LLC
Actieve functies van Jason Thomas Connolly
Bedrijven | Functie | Begin | Einde |
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Sugarloaf Wealth Management LLC
![]() Sugarloaf Wealth Management LLC Investment ManagersFinance Sugarloaf Wealth Management LLC (SWM) is an independent registered investment advisor headquartered in Duluth, Georgia. Founded in 2003, SWM provides financial planning and portfolio management services to individual clients as well as trusts, estates, charitable organizations, small business owners, retirement plan sponsors and other entities. | Chief Investment Officer | 01-10-2003 | - |
Portefeuillebeheerder-Aandelen | 01-10-2003 | - | |
Portfolio Manager-Fixed Income | 01-10-2003 | - |
Loopbaan van Jason Thomas Connolly
Opleiding van Jason Thomas Connolly
Furman University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 3 |
Operationeel
Chief Investment Officer | 1 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoraal
Finance | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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Sugarloaf Wealth Management LLC
![]() Sugarloaf Wealth Management LLC Investment ManagersFinance Sugarloaf Wealth Management LLC (SWM) is an independent registered investment advisor headquartered in Duluth, Georgia. Founded in 2003, SWM provides financial planning and portfolio management services to individual clients as well as trusts, estates, charitable organizations, small business owners, retirement plan sponsors and other entities. | Finance |