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Jason Roska
Portfolio Manager-Aktien bei Biltmore Family Office LLC
Ursprung des Netzwerks ersten Grades von Jason Roska
Einheit | Art der Einheit | Industrie | |
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Biltmore Family Office LLC
![]() Biltmore Family Office LLC Investment ManagersFinance Biltmore Family Office LLC (BFO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by Chris Cecil in 2008. BFO provides asset management services to high-net worth clients, families and their related entities.
7
| Private Company | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jason Roska
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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GFO Advisory Services LLC
![]() GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
Discovery Place, Inc.
![]() Discovery Place, Inc. Other Consumer ServicesConsumer Services Discovery Place, Inc. offers and exhibits educational programs that inform, challenge and engage audiences of all ages. It operates discovery place and charlotte nature museum and discovery place kids. The company was founded in 1981 and is headquartered in Charlotte, NC. | Other Consumer Services | Director/Board Member | |
Brown Brothers Harriman & Co. (Investment Management)
![]() Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Chase Co. (Investment Management)
![]() JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Investment Managers | President | |
Morrocroft Capital Partners LLC
![]() Morrocroft Capital Partners LLC Investment ManagersFinance Moorcroft Capital Partners LLC ( Moorcroft Capital Partners) is a private equity subsidiary of Gorelick Brothers Capital founded in 2003. The firm is headquartered in Charlotte, North Carolina. | Investment Managers | Private Equity Investor | |
Gorelick Brothers Capital LLC
![]() Gorelick Brothers Capital LLC Real Estate Investment TrustsFinance Gorelick Brothers Capital LLC provides investment advice. The company was founded by Todd Gorelick and Rael Gorelick in 2003 and is headquartered in Charlotte, NC. | Real Estate Investment Trusts | Founder | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
University of Tennessee | College/University | Undergraduate Degree | |
University of Colorado Denver | College/University | Graduate Degree | |
University of Notre Dame | College/University | Undergraduate Degree | |
Rollins College (Florida) | College/University | Masters Business Admin | |
Wake Forest University | College/University | Undergraduate Degree | |
Queens University of Charlotte | College/University | Masters Business Admin | |
Bucknell University | College/University | Undergraduate Degree | |
NorthCoast Asset Management LLC
![]() NorthCoast Asset Management LLC Investment ManagersFinance NorthCoast Asset Management LLC (NorthCoast) is an investment advisory firm headquartered in Greenwich, Connecticut. The firm was co-founded in 1988 by Paul Dean, James Semels and Harry Suber. They are a subsidiary of Connectus Group LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). NorthCoast provides advisory services to individual investors, financial advisors and institutions. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 17 |
Sektoral
Consumer Services | 11 |
Finance | 7 |
Operativ
Undergraduate Degree | 6 |
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 3 |
Analyst-Equity | 3 |
Masters Business Admin | 2 |
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