Jon Manchester
Miembro del Comité de Inversión en Bailard, Inc. .
Perfil
Mr. Jonathan L.
Manchester, CFA, is a Senior Vice President & Chief Strategist at Bailard, Inc. He also leads the team responsible for investment strategy within the wealth management group.
He is also a Portfolio Manager of Sustainable, Responsible and Impact Investing.
Prior to Bailard, he spent fifteen years at Nelson Capital Management (NCM).
While at NCM, he was a senior portfolio manager, member of the leadership team, the investment committee, and the corporate engagement committee.
He was also the model team leader for the Extraction Free and Animal Welfare equity strategies and captained Nelson Capital's fixed income
He holds a BA in economics from Stanford University, a Chartered Financial Analyst designation and a CERTIFIED FINANCIAL PLANNER designation.
Cargos activos de Jon Manchester
Empresas | Cargo | Inicio |
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Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Miembro del Comité de Inversión | 01/09/2016 |
Antiguos cargos conocidos de Jon Manchester.
Empresas | Cargo | Fin |
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Nelson Capital Management LLC
Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management LLC is a wealth management firm and registered investment advisor located in Foster City, California. The firm was founded and registered with the SEC in 1974 and was acquired by Wells Fargo & Co. (NYSE: WFC) in 2002. | Analista-Renta Fija | 01/12/2016 |
Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Miembro del Comité de Inversión | - |
Formación de Jon Manchester.
Stanford University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 3 |
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Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Finance |
Nelson Capital Management LLC
Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management LLC is a wealth management firm and registered investment advisor located in Foster City, California. The firm was founded and registered with the SEC in 1974 and was acquired by Wells Fargo & Co. (NYSE: WFC) in 2002. | Finance |
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Finance |
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