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Profilo
Jay Levesque worked as the Director of Alternative Investment Research at Laird Norton Wealth Management LLC from 2020 to 2021.
Prior to that, he worked as the Director of Investment Research at Filament LLC from 2015 to 2020.
Levesque received his undergraduate degree from Oregon State University in 2011.
Precedenti posizioni note di Jay Levesque
Società | Posizione | Fine |
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Laird Norton Wealth Management LLC
![]() Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Analyst-Equity | 01/06/2021 |
Filament LLC
![]() Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds. | Direttore della Ricerca - Azioni | 01/12/2020 |
Formazione di Jay Levesque
Oregon State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Laird Norton Wealth Management LLC
![]() Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
Filament LLC
![]() Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds. | Finance |
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