Jason Joanis
Director of Investments chez Slatestone Wealth LLC
Provenance du réseau au premier degré de Jason Joanis
Entité | Type d'entité | Industrie | |
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Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management.
17
| Extinct | Financial Conglomerates | 17 |
Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities.
5
| Subsidiary | Investment Managers | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jason Joanis via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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FIFTH THIRD BANCORP | Regional Banks | Corporate Officer/Principal | |
Heartland Advisors, Inc.
Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Investment Managers | Analyst-Equity | |
Mason Street Advisors LLC
Mason Street Advisors LLC Investment ManagersFinance Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client. | Investment Managers | Corporate Officer/Principal | |
State of Wisconsin Investment Board
State of Wisconsin Investment Board Investment ManagersFinance The State of Wisconsin Investment Board (SWIB) is a state-owned pension fund management firm headquartered in Madison, Wisconsin. SWIB was founded in 1951 and is responsible for managing the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF) and other state trust funds. The WRS includes the Core Retirement Investment Trust Fund (Core Fund) and the Variable Retirement Investment Trust Fund (Variable Fund). | Investment Managers | Analyst-Equity Analyst-Equity | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity Analyst-Fixed Income Portfolio Manager-Fixed Income | |
HighMark Capital Management, Inc.
HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Investment Managers | Portfolio Manager-Equities | |
William O'Neil + Co., Inc.
William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Investment Managers | Corporate Officer/Principal | |
Grail Investment Corp.
Grail Investment Corp. Financial ConglomeratesFinance Grail Investment Corp. is a blank check company. It is seeking to acquire a controlling interest in a business in the financial services industry, other than depository institutions. Grail Partners LLC is the corporate sponsor of the company. Grail Investment Corp. was organized in December 2007 and is located in New York, NY | Financial Conglomerates | Director/Board Member | |
BLACKROCK TAXABLE MUNICIPAL BOND TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
The Equitable Life Assurance Society Ltd.
The Equitable Life Assurance Society Ltd. Life/Health InsuranceFinance The Equitable Life Assurance Society Ltd. provides life insurance services. It offers services include insurance, annuities, pensions and permanent health insurance. The company was founded in 1762 and is headquartered in Aylesbury, the United Kingdom. | Life/Health Insurance | Sales & Marketing | |
Meespierson Bahamas Ltd.
Meespierson Bahamas Ltd. Investment Trusts/Mutual FundsMiscellaneous Part of The Bank of Nova Scotia, Meespierson Bahamas Ltd. is a Bahamian company that provides specialized trust services. The company is based in Nassau, the Bahamas. Meespierson Bahamas was acquired by The Bank of Nova Scotia from ageas SA/NV on February 04, 2003. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Wisconsin | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Marquette University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Corporate Officer/Principal | |
Chase Investors Management Corp. | Sales & Marketing | ||
Main Management LLC
Main Management LLC Investment ManagersFinance Main Management LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by four founding partners in 2002. Main Management offers a variety of investment advisory services to various clients. | Investment Managers | Corporate Officer/Principal | |
World T.E.A.M. Sports
World T.E.A.M. Sports Movies/EntertainmentConsumer Services World T.E.A.M. Sports operates athletic events for both disabled and able-bodied citizens. The private company is based in Dorchester, MA. The company was founded by James M. Benson and is currently led by CEO Van Brinson. | Movies/Entertainment | Director/Board Member | |
Bryant University | College/University | Director/Board Member | |
BlackRock Investment Management LLC
BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Portfolio Manager-Fixed Income | |
BLACKROCK MUNICIPAL 2030 TARGET TERM TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
BLACKROCK MUNIYIELD MICHIGAN QUALITY FUND, INC. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
BlackRock Fund Advisors
BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Corporate Officer/Principal | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
Koch Disruptive Technologies LLC
Koch Disruptive Technologies LLC Investment ManagersFinance Koch Disruptive Technologies LLC (Koch Disruptive Technologies) is a venture capital firm subsidiary of Koch Industries Inc founded in 2017. The firm is headquartered in Wichita, Kansas. | Investment Managers | Private Equity Investor | |
BookShout | Chief Executive Officer | ||
Eight Enterprises LLC
Eight Enterprises LLC Investment ManagersFinance Eight Enterprises LLC (8VC) is a private equity/venture capital firm founded in 2015 by Joseph T. Lonsdale. The firm is headquartered in San Francisco, California. | Investment Managers | Consultant / Advisor | |
Alkira, Inc.
Alkira, Inc. Packaged SoftwareTechnology Services Alkira, Inc. provides information technology services. Its services include global on demand, multi-cloud network, on demand network services marketplace, cloud visibility and governance and as-a-service consumption. The company was founded by Amir Khan and Atif Khan in 2018 and is headquartered in San Jose, CA. | Packaged Software | Director/Board Member | |
The Neeley School of Business | College/University | Undergraduate Degree | |
Texas Christian University | College/University | Undergraduate Degree | |
Boston University | College/University | Undergraduate Degree | |
University of Wisconsin-Milwaukee | College/University | Graduate Degree | |
University of Akron
University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 44 |
Bahamas | 3 |
Royaume-Uni | 2 |
Sectorielle
Finance | 25 |
Consumer Services | 12 |
Miscellaneous | 8 |
Technology Services | 3 |
Opérationnelle
Corporate Officer/Principal | 47 |
Portfolio Manager-Equities | 26 |
Undergraduate Degree | 22 |
Portfolio Manager-Fixed Income | 16 |
Analyst-Equity | 12 |
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