![Joe Stone](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Joey Lee Stone worked as a Partner & Senior Portfolio Manager at NWAM LLC from 2011 to 2017.
Prior to that, Stone obtained an undergraduate degree from Central Washington University.
Precedenti posizioni note di Joe Stone
| Società | Posizione | Fine |
|---|---|---|
NWAM LLC
 NWAM LLC Investment ManagersFinance Northwest Asset Management uses multiple strategies in order to best meet the diverse needs of their clients. The firm generally adheres to the principles of Modern Portfolio Theory, which advocates investing across different asset classes to increase diversity and reduce risk. They recommend a mix of asset classes for client portfolio based on an assessment of client’s long-term financial objectives. | Gestore di Portafoglio-Azioni | 11/08/2017 |
Formazione di Joe Stone
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
7
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Central Washington University
 Central Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NWAM LLC
NWAM LLC Investment ManagersFinance Northwest Asset Management uses multiple strategies in order to best meet the diverse needs of their clients. The firm generally adheres to the principles of Modern Portfolio Theory, which advocates investing across different asset classes to increase diversity and reduce risk. They recommend a mix of asset classes for client portfolio based on an assessment of client’s long-term financial objectives. | Finance |
