![Juan Donabedian](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Juan Donabedian worked as a Vice President of Portfolio Management at Detwiler Fenton Investment Management LLC from 2010 to 2015.
Prior to that, he worked as a Director of Portfolio Management at RPg Family Wealth Advisory LLC and as a Financial Advisor at UBS Financial Services, Inc. He also worked as a Senior Accountant at Arthur Andersen LLP.
Mr. Donabedian received his undergraduate degree from Bentley University in 1989.
Eerdere bekende functies van Juan Donabedian
| Bedrijven | Functie | Einde |
|---|---|---|
Detwiler Fenton Investment Management LLC
 Detwiler Fenton Investment Management LLC Investment ManagersFinance Provides investment advice | Portefeuillebeheerder-Aandelen | 01-06-2015 |
RPg Family Wealth Advisory LLC
 RPg Family Wealth Advisory LLC Investment ManagersFinance FWA primarily employs both fundamental and technical analysis methods in developing investment strategies for their clients. The firm generally employs a long-term investment strategy for their clients, as consistent with their financial goals. To be able to rebalance a portfolio or meet the cash needs of clients, FWA will typically hold all or a portion of a security for more than a year, but may hold for shorter periods. The firm may also buy and sell positions that are more short-term in nature, at times, depending on the goals of the client and/or the fundamentals of the security, sector or asset class. | Portefeuillebeheerder-Aandelen | - |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
Opleiding van Juan Donabedian
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
90
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Detwiler Fenton Investment Management LLC
Detwiler Fenton Investment Management LLC Investment ManagersFinance Provides investment advice | Finance |
RPg Family Wealth Advisory LLC
RPg Family Wealth Advisory LLC Investment ManagersFinance FWA primarily employs both fundamental and technical analysis methods in developing investment strategies for their clients. The firm generally employs a long-term investment strategy for their clients, as consistent with their financial goals. To be able to rebalance a portfolio or meet the cash needs of clients, FWA will typically hold all or a portion of a security for more than a year, but may hold for shorter periods. The firm may also buy and sell positions that are more short-term in nature, at times, depending on the goals of the client and/or the fundamentals of the security, sector or asset class. | Finance |
