Storia della carriera di Jake Heisler
Precedenti posizioni note di Jake Heisler
Società | Posizione | Inizio | Fine |
---|---|---|---|
Versant Capital Management, Inc.
Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Analyst-Equity | 01/12/2017 | 01/09/2019 |
Trading-Equity | 01/12/2017 | 01/09/2019 |
Formazione di Jake Heisler
Grand Canyon University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Analyst-Equity | 1 |
Trading-Equity | 1 |
Undergraduate Degree | 1 |
Settori
Consumer Services | 2 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Versant Capital Management, Inc.
Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Finance |
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