Jay Edwin van Cleave

Jay Edwin van Cleave

Fondatore presso LS Investment Advisors LLC

64 anni
Finance
Consumer Services

Profilo

Mr. Jay E.
van Cleave, CFA MBA, is a Wealth Advisor at LS Investment Advisors LLC.
He has over 35 years of investment experience.
He is founding member of LSIA, he works closely with institutions and individuals to build custom portfolios.
His experience as a portfolio manager and research analyst provides his clients with a comprehensive viewpoint when building an asset allocation to fit their specific investment objectives.
He leads LSIA’s asset allocation team, a group dedicated to establishing the firm’s overall asset allocation strategy and is a member of the firm’s equity team, where he helps establish the firm’s equity security positions.
Prior to starting LSIA, Mr. Van Cleave managed investment portfolios as part of Portfolio Management Partners, a former division of Natixis Asset Management Advisors, LP (2006-2008) and Loomis, Sayles & Company, LP (2002-2006).
Before joining Loomis Sayles, he was a Senior Vice President and Securities Analyst with Robert W.
Baird & Co., Inc. (1984-2001), providing research analysis for the consumer/ retail sector and emerging growth stocks, as well as serving on the firm’s investment policy committee.
Mr. Van Cleave received his BBA from the University of Wisconsin and an MBA from the University of Wisconsin.
He is a Chartered Financial Analyst.

Posizioni attive di Jay Edwin van Cleave

SocietàPosizioneInizio
Fondatore 01/10/2008
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Precedenti posizioni note di Jay Edwin van Cleave

SocietàPosizioneFine
Corporate Officer/Principal 01/01/2008
Gestore di Portafoglio-Azioni 31/12/2005
Corporate Officer/Principal 01/01/2001
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Formazione di Jay Edwin van Cleave

University of Wisconsin Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

100 +

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5

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Uomo

Donna

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Aziende private4

Finance

Finance

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Finance

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