Jay Edwin van Cleave

Jay Edwin van Cleave

Fundador en LS Investment Advisors LLC .

64 años
Finance
Consumer Services

Perfil

Mr. Jay E.
van Cleave, CFA MBA, is a Wealth Advisor at LS Investment Advisors LLC.
He has over 35 years of investment experience.
He is founding member of LSIA, he works closely with institutions and individuals to build custom portfolios.
His experience as a portfolio manager and research analyst provides his clients with a comprehensive viewpoint when building an asset allocation to fit their specific investment objectives.
He leads LSIA’s asset allocation team, a group dedicated to establishing the firm’s overall asset allocation strategy and is a member of the firm’s equity team, where he helps establish the firm’s equity security positions.
Prior to starting LSIA, Mr. Van Cleave managed investment portfolios as part of Portfolio Management Partners, a former division of Natixis Asset Management Advisors, LP (2006-2008) and Loomis, Sayles & Company, LP (2002-2006).
Before joining Loomis Sayles, he was a Senior Vice President and Securities Analyst with Robert W.
Baird & Co., Inc. (1984-2001), providing research analysis for the consumer/ retail sector and emerging growth stocks, as well as serving on the firm’s investment policy committee.
Mr. Van Cleave received his BBA from the University of Wisconsin and an MBA from the University of Wisconsin.
He is a Chartered Financial Analyst.

Cargos activos de Jay Edwin van Cleave

EmpresasCargoInicio
Fundador 01/10/2008
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Antiguos cargos conocidos de Jay Edwin van Cleave.

EmpresasCargoFin
Corporate Officer/Principal 01/01/2008
Gestor de Cartera-Acciones 31/12/2005
Corporate Officer/Principal 01/01/2001
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Formación de Jay Edwin van Cleave.

University of Wisconsin Masters Business Admin

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