Perfil
Mr. Jonathan E.
Lohr, CFA, is a Research Director at Advisory Alpha LLC.
He has a diverse background in corporate finance and investment management.
He manages the daily investment research and portfolio management responsibilities for the investment team which involves asset allocation research, fund monitoring and due diligence, investment strategy evaluation and implementation, and performance monitoring.
Cargos activos de Jon Lohr
| Empresas | Cargo | Inicio |
|---|---|---|
Advisory Alpha LLC
Advisory Alpha LLC Investment ManagersFinance Advisory Alpha aims to deliver optimal total return (growth and income) through an actively managed investment approach. The firm provides a variety of investment strategies designed for a wide range of investors with diverse wealth management objectives. Their portfolios are extensively diversified across traditional and specialized investment types including stocks, bonds, foreign investments, hard assets, and hybrid securities. | Director de Investigación - Acciones | 01/01/2024 |
Formación de Jon Lohr.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Grand Valley State University (Michigan)
Grand Valley State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Advisory Alpha LLC
Advisory Alpha LLC Investment ManagersFinance Advisory Alpha aims to deliver optimal total return (growth and income) through an actively managed investment approach. The firm provides a variety of investment strategies designed for a wide range of investors with diverse wealth management objectives. Their portfolios are extensively diversified across traditional and specialized investment types including stocks, bonds, foreign investments, hard assets, and hybrid securities. | Finance |
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