Jared Sullivan
Gestor de Cartera-Acciones en Legacy Advisors LLC .
Perfil
Mr. Jared U.
Sullivan, CFA, is an Investment Strategist & Portfolio Manager at Legacy Advisors LLC.
He Analyzes and researches investment strategies within the context of managing total portfolio solutions for clients.
Cargos activos de Jared Sullivan
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Legacy Advisors LLC
Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Gestor de Cartera-Acciones | 01/09/2018 |
Antiguos cargos conocidos de Jared Sullivan.
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Greenspring Associates, Inc.
Greenspring Associates, Inc. Investment ManagersFinance Greenspring Associates Inc is a venture capital subsidiary of StepStone Group, Inc. founded in 2000 by C. Ashton Newhall. The firm is headquartered in Owings Mills, Maryland. | Analista de Capital Privado | 01/07/2018 |
Formación de Jared Sullivan.
Villanova University | Undergraduate Degree |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Mujer
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Empresas relacionadas
Empresas privadas | 2 |
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Greenspring Associates, Inc.
Greenspring Associates, Inc. Investment ManagersFinance Greenspring Associates Inc is a venture capital subsidiary of StepStone Group, Inc. founded in 2000 by C. Ashton Newhall. The firm is headquartered in Owings Mills, Maryland. | Finance |
Legacy Advisors LLC
Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Finance |
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