Joshua Aaron Olds
Portefeuillebeheerder-Aandelen bij New Potomac Partners LLC
Profiel
Mr. Joshua A.
Olds, CFA, is a Partner at New Potomac Partners LLC.
He has over ten years of experience in the investment industry and over eighteen years of experience in the financial services industry.
Mr. Olds was previously a portfolio manager at Johnston Lemon Asset Management.
He is a graduated with a Bachelor of Arts in Economics and a minor in Mathematics from the University of Pennsylvania.
He is a Chartered Financial Analyst and a member of the CFA Society of Washington, D.C.
Actieve functies van Joshua Aaron Olds
| Bedrijven | Functie | Begin |
|---|---|---|
New Potomac Partners LLC
 New Potomac Partners LLC Investment ManagersFinance New Potomac Partners LLC is a financial services company based in North Bethesda, MD. The private company offers portfolio management, financial planning, and financial consultation services to their clients. The company prides itself on providing a high level of service to their clients, including access to portfolio managers, customized client reporting, and advanced technology capabilities. The company also has a client learning center to educate their clients on financial matters. The company emphasizes the importance of an educated client and offers information on retirement, investment, estate, insurance, tax, and lifestyle topics. The company was founded in 2014 by David Lawrence Straus. | Portefeuillebeheerder-Aandelen | 01-12-2014 |
Eerdere bekende functies van Joshua Aaron Olds
| Bedrijven | Functie | Einde |
|---|---|---|
Johnston Lemon Asset Management, Inc.
 Johnston Lemon Asset Management, Inc. Investment ManagersFinance Founded in 1995, Johnston Lemon Asset Management, Inc. is a registered investment advisor located in Washington, DC. The firm is a wholly owned subsidiary of Johnston, Lemon & Co., Inc. They provide independent advisory services to institutional and private clients. | Portefeuillebeheerder-Aandelen | 01-12-2014 |
The Jewish Federation of Greater Washington, Inc.
 The Jewish Federation of Greater Washington, Inc. Miscellaneous Commercial ServicesCommercial Services The Jewish Federation of Greater Washington, Inc. operates as a foundation serving Jewish households. It offers services in education, populations, overseas, emergency response, inclusion and Jewish identity. The company was founded in 2010 North Bethesda, MD. | Directeur/Bestuurslid | - |
Opleiding van Joshua Aaron Olds
| University of Pennsylvania | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Johnston Lemon Asset Management, Inc.
Johnston Lemon Asset Management, Inc. Investment ManagersFinance Founded in 1995, Johnston Lemon Asset Management, Inc. is a registered investment advisor located in Washington, DC. The firm is a wholly owned subsidiary of Johnston, Lemon & Co., Inc. They provide independent advisory services to institutional and private clients. | Finance |
The Jewish Federation of Greater Washington, Inc.
The Jewish Federation of Greater Washington, Inc. Miscellaneous Commercial ServicesCommercial Services The Jewish Federation of Greater Washington, Inc. operates as a foundation serving Jewish households. It offers services in education, populations, overseas, emergency response, inclusion and Jewish identity. The company was founded in 2010 North Bethesda, MD. | Commercial Services |
New Potomac Partners LLC
New Potomac Partners LLC Investment ManagersFinance New Potomac Partners LLC is a financial services company based in North Bethesda, MD. The private company offers portfolio management, financial planning, and financial consultation services to their clients. The company prides itself on providing a high level of service to their clients, including access to portfolio managers, customized client reporting, and advanced technology capabilities. The company also has a client learning center to educate their clients on financial matters. The company emphasizes the importance of an educated client and offers information on retirement, investment, estate, insurance, tax, and lifestyle topics. The company was founded in 2014 by David Lawrence Straus. | Finance |