Profil
Mr. Jack W.
Wiesen is a Senior Investment Analyst at Icon Wealth Advisors LLC.
He specializes in portfolio modeling and monitoring, investment screening, and client communications.
He brings value to the firm’s clients by developing individualized asset allocations for high net worth clients based on capital requirements, risk tolerance, and investment horizons.
He assists in building and maintaining financial and valuation models in an effort to provide detailed recommendation analysis and presentation materials for clients.
Prior to joining Icon Wealth Partners, Mr. Wiesen was a Client Advisory Analyst at Avalon Advisors where he worked closely with the firm’s Client Advisory and Asset Management teams.
He graduated with a bachelor’s degree in Finance from Baylor University in 2019.
Postes actifs de Jack Wiesen
| Sociétés | Poste | Début |
|---|---|---|
Icon Wealth Advisors LLC
 Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Analyst-Equity | 01/08/2022 |
Formation de Jack Wiesen
| Baylor University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Icon Wealth Advisors LLC
Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Finance |
