Jenna Mary Wilson
Analyst-Equity en Simon Quick Advisors LLC .
Perfil
Ms. Jenna M.
Wilson is a Head of People & Principal at Massey, Quick & Co. LLC.
Her primary responsibilities include conducting quantitative, qualitative and operational due diligence on prospective investment managers as well as monitoring existing investments on an ongoing basis.
She is also responsible for sourcing new investment opportunities.
Additionally, Ms. Wilson is often tasked with conducting research presentations at client and prospect meetings.
She works closely with the Massey Quick Investment Committee and meets regularly with the Client Advisory Team to educate them on active and pipeline investments.
She graduated from The Pennsylvania State University in May of 2013 with a B.S in Mathematics and a Minor in Economics.
Ms. Wilson became a CFA charterholder in 2017 and is a member of the CFA Institute.
She is also a CAIA charterholder since 2014 and member of the Chartered Alternative Investment Analyst Association.
Cargos activos de Jenna Mary Wilson
Empresas | Cargo | Inicio |
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Simon Quick Advisors LLC
Simon Quick Advisors LLC Investment ManagersFinance Simon Quick Advisors LLC (Simon Quick) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Morristown, New Jersey. The firm was founded by Stewart Massey in 2004 as Massey, Quick & Co. LLC. Simon Quick offers to its clients (individuals, families, pension and non-profit business entities, endowments and foundations) various advisory services. | Analyst-Equity | 01/01/2013 |
Formación de Jenna Mary Wilson.
The Pennsylvania State University | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Mujer
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Empresas relacionadas
Empresas privadas | 1 |
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Simon Quick Advisors LLC
Simon Quick Advisors LLC Investment ManagersFinance Simon Quick Advisors LLC (Simon Quick) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Morristown, New Jersey. The firm was founded by Stewart Massey in 2004 as Massey, Quick & Co. LLC. Simon Quick offers to its clients (individuals, families, pension and non-profit business entities, endowments and foundations) various advisory services. | Finance |
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