Profil
Mr. Jason S.
Joffe, CFA, is a Managing Partner & Chief Investment Officer at Inlight Wealth Management LLC and a Co-Founder at West Elk Capital LLC.
Over a 20 year career, he has led a wealth advisory practice and managed client portfolios on a discretionary basis.
He holds the Chartered Financial Analyst designation and graduated Skidmore College
Postes actifs de Jason Joffe
| Sociétés | Poste | Début |
|---|---|---|
West Elk Capital LLC
 West Elk Capital LLC Investment ManagersFinance West Elk Capital LLC is an investment management company that was founded in 2017 by Jason S. Joffe and Morgan Duke. West Elk Capital is based in Atlanta, GA. The company manages a concentrated portfolio of small public and private companies that have large addressable markets, recurring revenue models, differentiation, and an excellent return on capital at scale. The company prefers simple capital structures and growth plans that minimize dilution. The company focuses on long-term investment orientation and conducts deep, bottom-up research to build the necessary conviction to invest for the long term. | Fondateur | 01/01/2017 |
Inlight Wealth Management LLC
 Inlight Wealth Management LLC Investment ManagersFinance Inlight Wealth Management LLC is an independent advisory firm that focuses on preserving and growing wealth while simplifying their clients' financial lives. The private company is based in Atlanta, GA and was founded in 2017 by Jason S. Joffe, who has been the CEO since then. The company provides expertise, focus, and execution that enables their clients to delegate the work of managing their wealth. Inlight Wealth Management offers customized solutions and services that are as nuanced as their clients' needs. The company organizes their clients' financial pictures into comprehensive plans, provide reporting on all of their assets, and handle many of the administrative details involved in the implementation and maintenance of their plans. | Directeur Général | 01/08/2017 |
Formation de Jason Joffe
| Skidmore College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Inlight Wealth Management LLC
Inlight Wealth Management LLC Investment ManagersFinance Inlight Wealth Management LLC is an independent advisory firm that focuses on preserving and growing wealth while simplifying their clients' financial lives. The private company is based in Atlanta, GA and was founded in 2017 by Jason S. Joffe, who has been the CEO since then. The company provides expertise, focus, and execution that enables their clients to delegate the work of managing their wealth. Inlight Wealth Management offers customized solutions and services that are as nuanced as their clients' needs. The company organizes their clients' financial pictures into comprehensive plans, provide reporting on all of their assets, and handle many of the administrative details involved in the implementation and maintenance of their plans. | Finance |
West Elk Capital LLC
West Elk Capital LLC Investment ManagersFinance West Elk Capital LLC is an investment management company that was founded in 2017 by Jason S. Joffe and Morgan Duke. West Elk Capital is based in Atlanta, GA. The company manages a concentrated portfolio of small public and private companies that have large addressable markets, recurring revenue models, differentiation, and an excellent return on capital at scale. The company prefers simple capital structures and growth plans that minimize dilution. The company focuses on long-term investment orientation and conducts deep, bottom-up research to build the necessary conviction to invest for the long term. | Finance |
