Zach Jonson
Direttore degli Investimenti presso Stack Financial Management, Inc.
Posizioni attive di Zach Jonson
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Stack Financial Management, Inc.
 Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Direttore degli Investimenti | - | - |
| Gestore di Portafoglio-Azioni | 01/01/2018 | - |
Storia della carriera di Zach Jonson
Precedenti posizioni note di Zach Jonson
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
ICON Advisers, Inc.
 ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Membro del Comitato di Investimento | 01/01/2003 | 01/11/2017 |
| Gestore di Portafoglio-Azioni | 01/01/2003 | 01/11/2017 | |
| Portfolio Manager-Fixed Income | 01/01/2003 | 01/11/2017 |
Formazione di Zach Jonson
| University of Denver | Masters Business Admin |
| The University of Colorado | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Posizioni
| Portfolio Manager-Equities | 2 |
| Investment Committee Member | 1 |
| Portfolio Manager-Fixed Income | 1 |
Settori
| Finance | 3 |
| Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Finance |
Stack Financial Management, Inc.
Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Finance |
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