![Jason M. McCrary](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Jason M.
McCrary worked as a Security Analyst at WHV Investments, Inc. from 2002 to 2005.
He then worked as a Security Analyst at Laird Norton Trust Co. LLC from 2000 to 2002.
Currently, he is serving as the Vice President & Trust Portfolio Manager at Columbia Trust Co. since 2009.
Mr. McCrary completed his undergraduate degree from the University of Washington in 1999.
Ehemalige bekannte Positionen von Jason M. McCrary
Unternehmen | Position | Ende |
---|---|---|
Columbia Trust Co.
![]() Columbia Trust Co. Investment ManagersFinance Columbia Trust Co. is a wealth management firm headquartered in Portland, Oregon. Formerly known as West Coast Trust Co., Inc., the firm was founded in 1966 and is owned by Columbia Banking System, Inc. (NASDAQ: COLB). Columbia Trust provides personalized trust and investment management services to high net worth clients, non-profit endowments and family offices. | Portfolio Manager-Aktien | 01.01.2024 |
WHV Investments, Inc.
![]() WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Analyst-Equity | 31.12.2005 |
Laird Norton Trust Co. LLC
![]() Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Corporate Officer/Principal | 01.01.2002 |
Ausbildung von Jason M. McCrary
University of Washington | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
WHV Investments, Inc.
![]() WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
Laird Norton Trust Co. LLC
![]() Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Finance |
Columbia Trust Co.
![]() Columbia Trust Co. Investment ManagersFinance Columbia Trust Co. is a wealth management firm headquartered in Portland, Oregon. Formerly known as West Coast Trust Co., Inc., the firm was founded in 1966 and is owned by Columbia Banking System, Inc. (NASDAQ: COLB). Columbia Trust provides personalized trust and investment management services to high net worth clients, non-profit endowments and family offices. | Finance |