Storia della carriera di Jonathan Lesley Chatfield
Precedenti posizioni note di Jonathan Lesley Chatfield
Società | Posizione | Inizio | Fine |
---|---|---|---|
Probabilities Fund Management LLC
Probabilities Fund Management LLC Investment ManagersFinance Probabilities Fund Management LLC is an investment management company that provides tactical strategies for "buy and hold" investors. The private company is based in Bellevue, WA and was founded in 2007 by Joseph Brian Childrey, who has been the CEO since then. The company aims to provide exposure to liquid alternatives that outperform the S&P 500 over the long run while providing low correlation. The company also aims to reduce equity exposure during high probability of downside risk and increase equity exposure during high probability of upside reward. The company's strategy incorporates behavioral finance principles and trend following. | Gestore di Portafoglio-Azioni | 01/01/2022 | 19/01/2023 |
Probabilities Fund Management LLC
Probabilities Fund Management LLC Investment ManagersFinance Probabilities Fund Management LLC is an investment management company that provides tactical strategies for "buy and hold" investors. The private company is based in Bellevue, WA and was founded in 2007 by Joseph Brian Childrey, who has been the CEO since then. The company aims to provide exposure to liquid alternatives that outperform the S&P 500 over the long run while providing low correlation. The company also aims to reduce equity exposure during high probability of downside risk and increase equity exposure during high probability of upside reward. The company's strategy incorporates behavioral finance principles and trend following. | Responsabile della Conformità | 01/11/2013 | 01/02/2019 |
Gestore di Portafoglio-Azioni | 01/11/2013 | 01/02/2019 | |
Money Professionals LLC
Money Professionals LLC Investment ManagersFinance Money Professionals LLC provides investment advice. The private company is based in Pensacola, FL. | Corporate Officer/Principal | - | - |
Closed-End Fund Advisors, Inc.
Closed-End Fund Advisors, Inc. Investment ManagersFinance Closed-End Fund Advisors (CEFA) is a fee-based registered investment advisory firm that was founded in 1989. The private company is based in Richmond, VA. CEFA's primary business is discretionary asset management, building portfolios for individual and institutional clients through direct work with clients or through financial advisors and planners. CEFA's investing utilizes a value approach of reasonable risk-taking, tempered by careful analysis of all the underlying factors before investing in potentially more than 40 markets worldwide. The company recently launched 30+ indexes that cover the entire closed-end fund (CEF) and business development company (BDC) universe. The indexes cover both bond and equity sector indexes as well as diversified portfolio objective indexes. CEFA's closed-end fund universe provides weekly data on the complete closed-end fund and business development company universe. | Corporate Officer/Principal | - | - |
T3 Equity Labs LLC
T3 Equity Labs LLC Investment ManagersFinance T3 Equity Labs LLC provides investment advice. The private company is based in Denver, CO. | Corporate Officer/Principal | - | - |
FLC Capital Advisors
FLC Capital Advisors Investment ManagersFinance FLC Capital Advisors is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palm Desert, California. The firm was founded by Max Briggs in 1996. They provide investment advisory services on a wrap fee basis to individuals and high net-worth individuals, trusts, estates or charitable organizations, retirement plans, and corporations, limited liability companies and/or other business types. | Corporate Officer/Principal | - | - |
Anchor Bay Capital, Inc.
Anchor Bay Capital, Inc. Investment ManagersFinance Anchor Bay Capital, Inc. (ABC) is an independent, SEC-registered investment advisor headquartered in Carlsbad, California. The firm was founded by Scott Spiering in 2007. ABC provides investment management services for individuals, families, corporate retirement plans, endowments and trusts. | Direttore Finanziario/CFO | - | - |
Gestore di Portafoglio-Azioni | 06/07/2011 | - | |
Portfolio Manager-Fixed Income | 06/07/2011 | - |
Formazione di Jonathan Lesley Chatfield
University of California, Davis | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 3 |
Director of Finance/CFO | 1 |
Settori
Finance | 7 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 6 |
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Anchor Bay Capital, Inc.
Anchor Bay Capital, Inc. Investment ManagersFinance Anchor Bay Capital, Inc. (ABC) is an independent, SEC-registered investment advisor headquartered in Carlsbad, California. The firm was founded by Scott Spiering in 2007. ABC provides investment management services for individuals, families, corporate retirement plans, endowments and trusts. | Finance |
FLC Capital Advisors
FLC Capital Advisors Investment ManagersFinance FLC Capital Advisors is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palm Desert, California. The firm was founded by Max Briggs in 1996. They provide investment advisory services on a wrap fee basis to individuals and high net-worth individuals, trusts, estates or charitable organizations, retirement plans, and corporations, limited liability companies and/or other business types. | Finance |
Probabilities Fund Management LLC
Probabilities Fund Management LLC Investment ManagersFinance Probabilities Fund Management LLC is an investment management company that provides tactical strategies for "buy and hold" investors. The private company is based in Bellevue, WA and was founded in 2007 by Joseph Brian Childrey, who has been the CEO since then. The company aims to provide exposure to liquid alternatives that outperform the S&P 500 over the long run while providing low correlation. The company also aims to reduce equity exposure during high probability of downside risk and increase equity exposure during high probability of upside reward. The company's strategy incorporates behavioral finance principles and trend following. | Finance |
T3 Equity Labs LLC
T3 Equity Labs LLC Investment ManagersFinance T3 Equity Labs LLC provides investment advice. The private company is based in Denver, CO. | Finance |
Closed-End Fund Advisors, Inc.
Closed-End Fund Advisors, Inc. Investment ManagersFinance Closed-End Fund Advisors (CEFA) is a fee-based registered investment advisory firm that was founded in 1989. The private company is based in Richmond, VA. CEFA's primary business is discretionary asset management, building portfolios for individual and institutional clients through direct work with clients or through financial advisors and planners. CEFA's investing utilizes a value approach of reasonable risk-taking, tempered by careful analysis of all the underlying factors before investing in potentially more than 40 markets worldwide. The company recently launched 30+ indexes that cover the entire closed-end fund (CEF) and business development company (BDC) universe. The indexes cover both bond and equity sector indexes as well as diversified portfolio objective indexes. CEFA's closed-end fund universe provides weekly data on the complete closed-end fund and business development company universe. | Finance |
Money Professionals LLC
Money Professionals LLC Investment ManagersFinance Money Professionals LLC provides investment advice. The private company is based in Pensacola, FL. | Finance |