![Jenna Mary Wilson](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jenna Mary Wilson
Analyst-Equity presso Simon Quick Advisors LLC
Profilo
Ms. Jenna M.
Wilson is a Head of People & Principal at Massey, Quick & Co. LLC.
Her primary responsibilities include conducting quantitative, qualitative and operational due diligence on prospective investment managers as well as monitoring existing investments on an ongoing basis.
She is also responsible for sourcing new investment opportunities.
Additionally, Ms. Wilson is often tasked with conducting research presentations at client and prospect meetings.
She works closely with the Massey Quick Investment Committee and meets regularly with the Client Advisory Team to educate them on active and pipeline investments.
She graduated from The Pennsylvania State University in May of 2013 with a B.S in Mathematics and a Minor in Economics.
Ms. Wilson became a CFA charterholder in 2017 and is a member of the CFA Institute.
She is also a CAIA charterholder since 2014 and member of the Chartered Alternative Investment Analyst Association.
Posizioni attive di Jenna Mary Wilson
Società | Posizione | Inizio |
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Simon Quick Advisors LLC
![]() Simon Quick Advisors LLC Investment ManagersFinance Simon Quick Advisors LLC (Simon Quick) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Morristown, New Jersey. The firm was founded by Stewart Massey in 2004 as Massey, Quick & Co. LLC. Simon Quick offers to its clients (individuals, families, pension and non-profit business entities, endowments and foundations) various advisory services. | Analyst-Equity | 01/01/2013 |
Formazione di Jenna Mary Wilson
The Pennsylvania 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 | 1 |
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Simon Quick Advisors LLC
![]() Simon Quick Advisors LLC Investment ManagersFinance Simon Quick Advisors LLC (Simon Quick) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Morristown, New Jersey. The firm was founded by Stewart Massey in 2004 as Massey, Quick & Co. LLC. Simon Quick offers to its clients (individuals, families, pension and non-profit business entities, endowments and foundations) various advisory services. | Finance |
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