Jason Joanis
Director of Investments presso Slatestone Wealth LLC
Posizioni attive di Jason Joanis
Società | Posizione | Inizio | Fine |
---|---|---|---|
Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Director of Investments | 01/01/2022 | - |
Gestore di Portafoglio-Azioni | 01/01/2022 | - |
Storia della carriera di Jason Joanis
Precedenti posizioni note di Jason Joanis
Società | Posizione | Inizio | Fine |
---|---|---|---|
DaneVest Capital LLC
DaneVest Capital LLC Investment ManagersFinance DaneVest Capital LLC (DaneVest Capital) is a private equity firm founded in 2007 by Terrence R. Wall. The firm is headquartered in Middleton, Wisconsin. | Investitore di Private Equity | - | 30/10/2009 |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Corporate Officer/Principal | 01/01/1998 | 01/01/1999 |
Holt-Smith Advisors, Inc.
Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Analyst-Equity | 01/01/1999 | - |
Membro del Comitato di Investimento | 01/01/1999 | - | |
Gestore di Portafoglio-Azioni | 01/01/1999 | - |
Formazione di Jason Joanis
St. Norbert College, Inc. | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Settori
Finance | 5 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
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Holt-Smith Advisors, Inc.
Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Finance |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
DaneVest Capital LLC
DaneVest Capital LLC Investment ManagersFinance DaneVest Capital LLC (DaneVest Capital) is a private equity firm founded in 2007 by Terrence R. Wall. The firm is headquartered in Middleton, Wisconsin. | Finance |
Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Finance |
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