Aktive Positionen von Jason Sheldon Close
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Motive Wealth Advisors LLC
 Motive Wealth Advisors LLC Investment ManagersFinance Motive Wealth Advisors LLC (Motive) is an independent registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was co-founded by Jim Niedzinski and Jay Close in 2020. Motive offers discretionary investment management, financial planning, and investment advisory services to high net worth individuals and families. | Gründer | 01.01.2020 | - |
| Portfolio Manager-Aktien | 01.01.2020 | - |
Karriereverlauf von Jason Sheldon Close
Ehemalige bekannte Positionen von Jason Sheldon Close
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Planning Alternatives Ltd.
 Planning Alternatives Ltd. Investment ManagersFinance Planning Alternatives Ltd. is an independent registered investment adviser headquartered in Birmingham, Michigan. The firm was founded in 1982 by Edwin Shaw and William Vanover. Planning Alternatives provides investment management and financial planning services to high net worth individuals, individuals, pension and profit-sharing plans, trusts and estates, charitable institutions, foundations, corporations and other business entities. | Mitglied des Investmentausschusses | 01.08.2014 | 17.05.2016 |
| Director of Investments | 01.08.2014 | 17.05.2016 | |
| Portfolio Manager-Aktien | 01.08.2014 | 17.05.2016 | |
Capelli Financial Services, Inc.
 Capelli Financial Services, Inc. Investment ManagersFinance Founded by Marilyn Capelli Dimitroff, Capelli Financial Services, Inc. is a registered investment advisor located in Bloomfield Hills, Michigan. | Mitglied des Investmentausschusses | 01.01.2006 | - |
| Portfolio Manager-Aktien | 23.03.2012 | - | |
| Portfolio Manager-Fixed Income | 01.01.2006 | - |
Ausbildung von Jason Sheldon Close
| Western Michigan University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 5 |
Operativ
| Portfolio Manager-Equities | 3 |
| Investment Committee Member | 2 |
| Portfolio Manager-Fixed Income | 1 |
Sektoral
| Finance | 4 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Capelli Financial Services, Inc.
Capelli Financial Services, Inc. Investment ManagersFinance Founded by Marilyn Capelli Dimitroff, Capelli Financial Services, Inc. is a registered investment advisor located in Bloomfield Hills, Michigan. | Finance |
Planning Alternatives Ltd.
Planning Alternatives Ltd. Investment ManagersFinance Planning Alternatives Ltd. is an independent registered investment adviser headquartered in Birmingham, Michigan. The firm was founded in 1982 by Edwin Shaw and William Vanover. Planning Alternatives provides investment management and financial planning services to high net worth individuals, individuals, pension and profit-sharing plans, trusts and estates, charitable institutions, foundations, corporations and other business entities. | Finance |
Motive Wealth Advisors LLC
Motive Wealth Advisors LLC Investment ManagersFinance Motive Wealth Advisors LLC (Motive) is an independent registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was co-founded by Jim Niedzinski and Jay Close in 2020. Motive offers discretionary investment management, financial planning, and investment advisory services to high net worth individuals and families. | Finance |
- Börse
- Insiders
- Jason Sheldon Close
- Erfahrung
