Jamie Allen Upson

Amministratore Delegato presso Stonehearth Capital Management LLC

Consumer Services

Finance

Profilo

Mr. Jamie A.
Upson is a President & Chief Executive Officer at Stonehearth Capital Management LLC.
For the first couple of years at Stonehearth, he was entrenched in portfolio management design, strategy, and product analysis.
In 2017, He purchased Stonehearth Capital Management and now serve as the firm’s President and CEO.
He joined Fidelity Investments as a trader.
In 2000, He responded to an ad on Monster.com which is how he met Mr. Richard Prout, the founder of Stonehearth Capital Management.
He received his undergraduate degree from St. Anselm College.
In 2006, He passed the Certified Financial Planner exam.

Posizioni attive di Jamie Allen Upson

Società	Posizione	Inizio
Stonehearth Capital Management LLC Stonehearth Capital Management LLC Investment ManagersFinance Stonehearth Capital Management LLC (SCM) is an independent, trust-based wealth management ?rm headquartered in Danvers, Massachusetts. The firm was founded by Richard E. Prout in 1995 as Prout Financial Services. They evolve into Wealth Management Group LLC in 2004 and became Stonehearth Capital Management in 2014. SCM offers financial planning, retirement planning, and investment management services customized to the needs of individuals, businesses, and organizations.	Amministratore Delegato	16/01/2017

Tutte le posizioni attive di Jamie Allen Upson

Formazione di Jamie Allen Upson

St. Anselm College

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Jamie Allen Upson

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	1
Stonehearth Capital Management LLC Stonehearth Capital Management LLC Investment ManagersFinance Stonehearth Capital Management LLC (SCM) is an independent, trust-based wealth management ?rm headquartered in Danvers, Massachusetts. The firm was founded by Richard E. Prout in 1995 as Prout Financial Services. They evolve into Wealth Management Group LLC in 2004 and became Stonehearth Capital Management in 2014. SCM offers financial planning, retirement planning, and investment management services customized to the needs of individuals, businesses, and organizations.	Finance