John Benjamin Gjertsen
Corporate Officer/Principal bei D.L. Blain & Co. LLC (Private Equity)
Profil
Mr. John B.
Gjertsen, CFA, is a Senior Wealth Advisor & Partner at BlueSky Wealth Advisors LLC and a Wealth Planner at D.L.
Blain & Co. LLC (Private Equity).
He is responsible for formulating and implementing standard financial planning strategies and managing day-to-day client advisory needs.
Mr. Gjertsen spent two years as a financial adviser in Orlando, Florida.
Prior to becoming an advisor, he spent 11 years as a software developer.
He was previously employed at Steadfast Capital Management LP.
He holds dual degrees in Computational and Applied Mathematics and Managerial Studies from Rice University in Houston, Texas.
Aktive Positionen von John Benjamin Gjertsen
| Unternehmen | Position | Beginn |
|---|---|---|
D.L. Blain & Co. LLC (Private Equity)
 D.L. Blain & Co. LLC (Private Equity) Investment ManagersFinance D.L. Blain & Co. LLC (Private Equity) is the private equity arm of D.L. Blain & Co. LLC a New Bern, North Carolina-based investment management firm | Corporate Officer/Principal | 18.06.2010 |
BlueSky Wealth Advisors LLC
 BlueSky Wealth Advisors LLC Investment ManagersFinance BlueSky Wealth Advisors LLC (BlueSky) is a SEC-registered investment advisor and wealth manager headquartered in New Bern, North Carolina. The firm was founded by David L. Blain in 1999 as D.L. Blain & Co. They are owned by BlueSky WA Holdings LLC, which in turn is owned by BlueSky Management Team LLC. BlueSky offers investment advisory services to individuals, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Trading-Equity | 01.01.2010 |
Ehemalige bekannte Positionen von John Benjamin Gjertsen
| Unternehmen | Position | Ende |
|---|---|---|
Steadfast Capital Management LP
 Steadfast Capital Management LP Investment ManagersFinance Steadfast Capital Management LP (SCM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. Founded in 1997, the firm serves as discretionary investment manager to private investment funds that are currently offered only to financially sophisticated institutional and high-net-worth investors. | Corporate Officer/Principal | - |
Ausbildung von John Benjamin Gjertsen
| Rice University | 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 |
|---|---|
D.L. Blain & Co. LLC (Private Equity)
D.L. Blain & Co. LLC (Private Equity) Investment ManagersFinance D.L. Blain & Co. LLC (Private Equity) is the private equity arm of D.L. Blain & Co. LLC a New Bern, North Carolina-based investment management firm | Finance |
Steadfast Capital Management LP
Steadfast Capital Management LP Investment ManagersFinance Steadfast Capital Management LP (SCM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. Founded in 1997, the firm serves as discretionary investment manager to private investment funds that are currently offered only to financially sophisticated institutional and high-net-worth investors. | Finance |
BlueSky Wealth Advisors LLC
BlueSky Wealth Advisors LLC Investment ManagersFinance BlueSky Wealth Advisors LLC (BlueSky) is a SEC-registered investment advisor and wealth manager headquartered in New Bern, North Carolina. The firm was founded by David L. Blain in 1999 as D.L. Blain & Co. They are owned by BlueSky WA Holdings LLC, which in turn is owned by BlueSky Management Team LLC. BlueSky offers investment advisory services to individuals, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
