![Jason Paul Mussetter](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Jason Paul Mussetter worked as a Portfolio Analyst at Wells Fargo Family Wealth from 2007 to 2013.
He also worked as a Portfolio Manager at Abbot Downing Investment Advisors.
Mussetter received an undergraduate degree and an MBA from The University of North Carolina at Charlotte.
Anciens postes connus de Jason Paul Mussetter
| Sociétés | Poste | Fin |
|---|---|---|
Abbot Downing Investment Advisors
 Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors subjects every potential investment to rigorous analysis of quantitative and qualitative risk factors to determine its merit. Their customized investment strategies include: (1) investment vehicles that track large, socioeconomic global trends (2) a core set of custom stock strategies in firms with large capitalization, those with small capitalization, international stocks, plus individually managed bonds (3) a traditional due diligence process that offers exclusive opportunities, including access to selected third-party managers and (4) access to hedge funds, private capital, private real estate and specialized capital managers that are not available to most investors. | Analyst-Equity | 01/01/2020 |
Wells Fargo Family Wealth
 Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth focuses on extensive manager research with the goal or providing a wide variety of sophisticated investment strategies that are not widely available to individual investors. The firm's ongoing Risk Optics approach seeks to align each client's investments with their overall risk tolerance. Though not limited by sector Wells Fargo Family Wealth tends to invest in the stocks of US mid-cap and large-cap companies in the finance, electronic technology, health technology and retail sectors. The firm maintains a low turnover rate. | Analyst-Equity | 07/08/2013 |
Formation de Jason Paul Mussetter
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
32
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth focuses on extensive manager research with the goal or providing a wide variety of sophisticated investment strategies that are not widely available to individual investors. The firm's ongoing Risk Optics approach seeks to align each client's investments with their overall risk tolerance. Though not limited by sector Wells Fargo Family Wealth tends to invest in the stocks of US mid-cap and large-cap companies in the finance, electronic technology, health technology and retail sectors. The firm maintains a low turnover rate. | Finance |
The University of North Carolina at Charlotte
 The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Abbot Downing Investment Advisors
Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors subjects every potential investment to rigorous analysis of quantitative and qualitative risk factors to determine its merit. Their customized investment strategies include: (1) investment vehicles that track large, socioeconomic global trends (2) a core set of custom stock strategies in firms with large capitalization, those with small capitalization, international stocks, plus individually managed bonds (3) a traditional due diligence process that offers exclusive opportunities, including access to selected third-party managers and (4) access to hedge funds, private capital, private real estate and specialized capital managers that are not available to most investors. | Finance |
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