![Jerry Lee West](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Perfil
Jerry Lee West served as the Chief Investment Officer at Archford Capital Strategies LLC from 2013 to 2018.
Prior to that, he obtained an undergraduate degree from the University of Central Missouri.
Antiguos cargos conocidos de Jerry Lee West.
| Empresas | Cargo | Fin |
|---|---|---|
Archford Capital Strategies LLC
 Archford Capital Strategies LLC Investment ManagersFinance Archford primarily employs fundamental and technical analysis in developing investment strategies for its clients, while employing an asset allocation strategy loosely based on Modern Portfolio Theory (MPT). The firm works with each client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to develop an investment strategy. They primarily allocate client assets among various independent investment managers (Independent Managers), mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, real estate investment trusts (REITs), and options, as well as the securities components of variable annuities and variable life insurance contracts. | Director de Inversiones | 01/05/2018 |
Formación de Jerry Lee West.
Experiencias
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4
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Archford Capital Strategies LLC
Archford Capital Strategies LLC Investment ManagersFinance Archford primarily employs fundamental and technical analysis in developing investment strategies for its clients, while employing an asset allocation strategy loosely based on Modern Portfolio Theory (MPT). The firm works with each client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to develop an investment strategy. They primarily allocate client assets among various independent investment managers (Independent Managers), mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, real estate investment trusts (REITs), and options, as well as the securities components of variable annuities and variable life insurance contracts. | Finance |
University of Central Missouri
 University of Central Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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