Profilo
Mr. Jack W.
Wiesen is a Senior Investment Analyst at Icon Wealth Advisors LLC.
He specializes in portfolio modeling and monitoring, investment screening, and client communications.
He brings value to the firm’s clients by developing individualized asset allocations for high net worth clients based on capital requirements, risk tolerance, and investment horizons.
He assists in building and maintaining financial and valuation models in an effort to provide detailed recommendation analysis and presentation materials for clients.
Prior to joining Icon Wealth Partners, Mr. Wiesen was a Client Advisory Analyst at Avalon Advisors where he worked closely with the firm’s Client Advisory and Asset Management teams.
He graduated with a bachelor’s degree in Finance from Baylor University in 2019.
Posizioni attive di Jack Wiesen
Società | Posizione | Inizio |
---|---|---|
Icon Wealth Advisors LLC
Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Analyst-Equity | 01/08/2022 |
Formazione di Jack Wiesen
Baylor University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
---|---|
Icon Wealth Advisors LLC
Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Finance |
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