Jay Butler

Gestore di Portafoglio-Azioni presso Wealth Enhancement Advisory Services LLC

Finance

Consumer Services

Profilo

Jonathan William Butler is a Senior Vice President & Financial Advisor at Wealth Enhancement Advisory Services LLC since 2022.
Prior to this, he worked at BTR Capital Management, Inc. as Principal & Director of Research from 2013 to 2022.
He completed his undergraduate degree at Cornell University and earned an MBA from New York University.

Posizioni attive di Jay Butler

Società	Posizione	Inizio
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Gestore di Portafoglio-Azioni	01/11/2022

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Precedenti posizioni note di Jay Butler

Società	Posizione	Fine
BTR Capital Management, Inc. BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans.	Direttore della Ricerca - Azioni	01/11/2022

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Formazione di Jay Butler

Cornell University	Undergraduate Degree
New York University	Masters Business Admin

Esperienze
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Aziende private

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Società collegate

Aziende private	2
BTR Capital Management, Inc. BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans.	Finance
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Finance