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Joshua Aaron Olds
Portefeuillebeheerder-Aandelen bij New Potomac Partners LLC
Actieve functies van Joshua Aaron Olds
Bedrijven | Functie | Begin | Einde |
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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 | - |
Loopbaan van Joshua Aaron Olds
Eerdere bekende functies van Joshua Aaron Olds
Bedrijven | Functie | Begin | Einde |
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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 | 01-12-2005 | 01-12-2014 |
Portfolio Manager-Fixed Income | 01-12-2005 | 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 | 16-05-2011 | - |
Opleiding van Joshua Aaron Olds
University of Pennsylvania | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 1 |
Director/Board Member | 1 |
Sectoraal
Finance | 3 |
Commercial Services | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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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 |
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