Dan Johnedis
Directeur Général chez Cratus Capital LLC
Profil
Mr. Daniel J.
Johnedis is a President & Chief Investment Officer at Cratus Capital LLC.
He oversees the business and the investment process, leads the Cratus team and manages the client relationships.
He has over 30 years of experience in institutional and individual portfolio management, investment research and client service.
Mr. Johnedis was previously employed as a Chief Investment Officer by Strategic Wealth Partners Ltd.
and a Vice President by Wilshire Associates, Inc.
He received his undergraduate degree from Boston College and an MBA from The College of William & Mary.
He is a CFA charterholder.
Postes actifs de Dan Johnedis
| Sociétés | Poste | Début |
|---|---|---|
Cratus Capital LLC
 Cratus Capital LLC Investment ManagersFinance Cratus Capital LLC is an independent, SEC-registered investment advisor headquartered in Punta Gorda, Florida. The firm was founded in 2008 and offers a customized approach to investment management and financial planning for individuals and small business owners. | Directeur Général | 01/01/2008 |
Anciens postes connus de Dan Johnedis
| Sociétés | Poste | Fin |
|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Gestionnaire de Portefeuille-Actions | 01/08/2005 |
Strategic Wealth Partners Ltd.
 Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | Directeur en chef des Investissements | - |
Formation de Dan Johnedis
| Boston College | Undergraduate Degree |
| The College of William & Mary | Masters Business Admin |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
Strategic Wealth Partners Ltd.
Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | Finance |
Cratus Capital LLC
Cratus Capital LLC Investment ManagersFinance Cratus Capital LLC is an independent, SEC-registered investment advisor headquartered in Punta Gorda, Florida. The firm was founded in 2008 and offers a customized approach to investment management and financial planning for individuals and small business owners. | Finance |
