![Dan A. Jones](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>)
Dan A. Jones
Nessuna posizione attualmente
Finance
Consumer Services
Profilo
Prior to joining Cedar Hill Associates, Mr. Jones was a Senior Portfolio Manager with Northern Trust Global Investments where he reviewed and analyzed investments to determine compatibility with client objectives.
Mr. Jones received his BA in History from Lake Forest College and an MBA from Lake Forest Graduate School of Management.
Precedenti posizioni note di Dan A. Jones
| Società | Posizione | Fine |
|---|---|---|
Northern Trust Global Advisors, Inc.
 Northern Trust Global Advisors, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Cedar Hill Associates LLC
 Cedar Hill Associates LLC Investment ManagersFinance Cedar Hill Associates employs an objective wealth management approach that focuses exclusively on their client's long-term goals. Based on an understanding of the client's goals, the firm designs an asset allocation and constructs an investment plan to meet those goals. They weigh the risk and return factors shaped by client's objectives and then construct a portfolio using a suitable combination of investments. For the qualified investor, Cedar Hill may blend alternative strategies with traditional investments. Non-traditional assets may include alternative investments, real estate or funds-of-funds specializing in long/short equities or event-driven strategies. Cedar Hill then continually monitors investment performance, making adjustments as necessary to keep portfolios in line with the client's changing life goals. | Gestore di Portafoglio-Azioni | - |
Formazione di Dan A. Jones
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Società collegate
| Aziende private | 3 |
|---|---|
Northern Trust Global Advisors, Inc.
Northern Trust Global Advisors, Inc. Investment ManagersFinance Provides investment advice | Finance |
Cedar Hill Associates LLC
Cedar Hill Associates LLC Investment ManagersFinance Cedar Hill Associates employs an objective wealth management approach that focuses exclusively on their client's long-term goals. Based on an understanding of the client's goals, the firm designs an asset allocation and constructs an investment plan to meet those goals. They weigh the risk and return factors shaped by client's objectives and then construct a portfolio using a suitable combination of investments. For the qualified investor, Cedar Hill may blend alternative strategies with traditional investments. Non-traditional assets may include alternative investments, real estate or funds-of-funds specializing in long/short equities or event-driven strategies. Cedar Hill then continually monitors investment performance, making adjustments as necessary to keep portfolios in line with the client's changing life goals. | Finance |
Lake Forest College
 Lake Forest College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
