Profil
Jason M.
McCrary worked as a Security Analyst at WHV Investments, Inc. from 2002 to 2005.
He then worked as a Security Analyst at Laird Norton Trust Co. LLC from 2000 to 2002.
Currently, he is serving as the Vice President & Trust Portfolio Manager at Columbia Trust Co. since 2009.
Mr. McCrary completed his undergraduate degree from the University of Washington in 1999.
Anciens postes connus de Jason M. McCrary
| Sociétés | Poste | Fin |
|---|---|---|
Columbia Trust Co.
 Columbia Trust Co. Investment ManagersFinance Columbia Trust Co. is a wealth management firm headquartered in Portland, Oregon. Formerly known as West Coast Trust Co., Inc., the firm was founded in 1966 and is owned by Columbia Banking System, Inc. (NASDAQ: COLB). Columbia Trust provides personalized trust and investment management services to high net worth clients, non-profit endowments and family offices. | Gestionnaire de Portefeuille-Actions | 01/01/2024 |
WHV Investments, Inc.
 WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Analyst-Equity | 31/12/2005 |
Laird Norton Trust Co. LLC
 Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Corporate Officer/Principal | 01/01/2002 |
Formation de Jason M. McCrary
| University of Washington | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
Laird Norton Trust Co. LLC
Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Finance |
Columbia Trust Co.
Columbia Trust Co. Investment ManagersFinance Columbia Trust Co. is a wealth management firm headquartered in Portland, Oregon. Formerly known as West Coast Trust Co., Inc., the firm was founded in 1966 and is owned by Columbia Banking System, Inc. (NASDAQ: COLB). Columbia Trust provides personalized trust and investment management services to high net worth clients, non-profit endowments and family offices. | Finance |
