Jason Thomas Connolly
Director de Inversiones en Sugarloaf Wealth Management LLC .
Cargos activos de Jason Thomas Connolly
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Sugarloaf Wealth Management LLC
 Sugarloaf Wealth Management LLC Investment ManagersFinance Sugarloaf Wealth Management LLC (SWM) is an independent registered investment advisor headquartered in Duluth, Georgia. Founded in 2003, SWM provides financial planning and portfolio management services to individual clients as well as trusts, estates, charitable organizations, small business owners, retirement plan sponsors and other entities. | Director de Inversiones | 01/10/2003 | - |
| Gestor de Cartera-Acciones | 01/10/2003 | - | |
| Portfolio Manager-Fixed Income | 01/10/2003 | - |
Historial de carrera de Jason Thomas Connolly
Formación de Jason Thomas Connolly.
| Furman University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 3 |
Operativa
| Chief Investment Officer | 1 |
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sectorial
| Finance | 2 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Sugarloaf Wealth Management LLC
Sugarloaf Wealth Management LLC Investment ManagersFinance Sugarloaf Wealth Management LLC (SWM) is an independent registered investment advisor headquartered in Duluth, Georgia. Founded in 2003, SWM provides financial planning and portfolio management services to individual clients as well as trusts, estates, charitable organizations, small business owners, retirement plan sponsors and other entities. | Finance |
