Jason Terrance Thomas
Amministratore Delegato presso PORTFOLIO DESIGN LABS LLC
Posizioni attive di Jason Terrance Thomas
Società | Posizione | Inizio | Fine |
---|---|---|---|
PORTFOLIO DESIGN LABS LLC
PORTFOLIO DESIGN LABS LLC Investment ManagersFinance Portfolio Design Labs LLC provides investment advice. The private company is based in Encino, CA. The company was founded in 2021. Jason Terrance Thomas has been the CEO of the company since 2021. | Amministratore Delegato | 01/11/2021 | - |
Responsabile della Conformità | 01/11/2021 | - |
Storia della carriera di Jason Terrance Thomas
Precedenti posizioni note di Jason Terrance Thomas
Società | Posizione | Inizio | Fine |
---|---|---|---|
ASSETMARK FINANCIAL HOLDINGS, INC. | Direttore degli Investimenti | 07/06/2021 | 01/09/2021 |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Head-Equity Investments | 01/12/2014 | 01/09/2021 |
Gestore di Portafoglio-Azioni | 01/12/2014 | 01/09/2021 | |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Direttore degli Investimenti | 01/01/2008 | - |
Membro del Comitato di Investimento | 01/01/2008 | - | |
Gestore di Portafoglio-Azioni | 13/01/2011 | - | |
Portfolio Manager-Fixed Income | 29/04/2013 | - |
Formazione di Jason Terrance Thomas
University of Southern California | Doctorate Degree |
Stanford Graduate School of Business | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Investment Committee Member | 1 |
Settori
Finance | 5 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
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ASSETMARK FINANCIAL HOLDINGS, INC. | Finance |
Aziende private | 3 |
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AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Finance |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Finance |
PORTFOLIO DESIGN LABS LLC
PORTFOLIO DESIGN LABS LLC Investment ManagersFinance Portfolio Design Labs LLC provides investment advice. The private company is based in Encino, CA. The company was founded in 2021. Jason Terrance Thomas has been the CEO of the company since 2021. | Finance |