Profilo
Juan Donabedian worked as a Vice President of Portfolio Management at Detwiler Fenton Investment Management LLC from 2010 to 2015.
Prior to that, he worked as a Director of Portfolio Management at RPg Family Wealth Advisory LLC and as a Financial Advisor at UBS Financial Services, Inc. He also worked as a Senior Accountant at Arthur Andersen LLP.
Mr. Donabedian received his undergraduate degree from Bentley University in 1989.
Precedenti posizioni note di Juan Donabedian
| Società | Posizione | Fine |
|---|---|---|
Detwiler Fenton Investment Management LLC
Detwiler Fenton Investment Management LLC Investment ManagersFinance Provides investment advice | Gestore di Portafoglio-Azioni | 01/06/2015 |
RPg Family Wealth Advisory LLC
RPg Family Wealth Advisory LLC Investment ManagersFinance FWA primarily employs both fundamental and technical analysis methods in developing investment strategies for their clients. The firm generally employs a long-term investment strategy for their clients, as consistent with their financial goals. To be able to rebalance a portfolio or meet the cash needs of clients, FWA will typically hold all or a portion of a security for more than a year, but may hold for shorter periods. The firm may also buy and sell positions that are more short-term in nature, at times, depending on the goals of the client and/or the fundamentals of the security, sector or asset class. | Gestore di Portafoglio-Azioni | - |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
Formazione di Juan Donabedian
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Bentley University
Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Detwiler Fenton Investment Management LLC
Detwiler Fenton Investment Management LLC Investment ManagersFinance Provides investment advice | Finance |
RPg Family Wealth Advisory LLC
RPg Family Wealth Advisory LLC Investment ManagersFinance FWA primarily employs both fundamental and technical analysis methods in developing investment strategies for their clients. The firm generally employs a long-term investment strategy for their clients, as consistent with their financial goals. To be able to rebalance a portfolio or meet the cash needs of clients, FWA will typically hold all or a portion of a security for more than a year, but may hold for shorter periods. The firm may also buy and sell positions that are more short-term in nature, at times, depending on the goals of the client and/or the fundamentals of the security, sector or asset class. | Finance |
















