![Jason Bear](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>)
Jason Bear
Vorstandsvorsitzender bei
Compass Wealth Management LLC (Connecticut)
Profil
Mr. Jason W.
Bear, CFA, is a President at Compass Wealth Management LLC (Connecticut).
He is responsible for managing client portfolios.
Before joining Compass, Mr. Bear worked for The Royal Bank of Scotland and Mizuho Securities USA on the Debt Capital Markets team.
He advised a diverse set of CFOs and Treasurers, giving him a deep understanding of debt and equity capital markets.
He received his undergraduate degree from the University of Michigan.
Aktive Positionen von Jason Bear
| Unternehmen | Position | Beginn |
|---|---|---|
Compass Wealth Management LLC (Connecticut)
 Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass believes in asset allocation, not market timing. The firm relies on fundamental research and will, on occasion, use technical charting to help in their buy-sell decisions. The firm's investment strategies range from conservative to aggressive, and this depends on the client's requirements detailed in a written investment policy statement. These strategies are generally concentrated in listed equities and liquid fixed-income securities, but may at times involve some small, illiquid stocks and lower-quality, illiquid bonds if approved by the client in advance and judged to be suitable to the client’s risk tolerance and objectives. Compass offers a flexible investment style of equity management to meet the needs of a wide range of clients. | Vorstandsvorsitzender | 01.10.2015 |
Ausbildung von Jason Bear
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
98
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Compass Wealth Management LLC (Connecticut)
Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass believes in asset allocation, not market timing. The firm relies on fundamental research and will, on occasion, use technical charting to help in their buy-sell decisions. The firm's investment strategies range from conservative to aggressive, and this depends on the client's requirements detailed in a written investment policy statement. These strategies are generally concentrated in listed equities and liquid fixed-income securities, but may at times involve some small, illiquid stocks and lower-quality, illiquid bonds if approved by the client in advance and judged to be suitable to the client’s risk tolerance and objectives. Compass offers a flexible investment style of equity management to meet the needs of a wide range of clients. | Finance |
