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Profil
Jason Todd Benowitz worked as a Vice President at Morgan Stanley Investment Management, Inc. He then became a Senior Portfolio Manager at The Roosevelt Investment Group LLC from 2013 to 2024.
Prior to that, he was a Principal at Druker Capital LLC and an Investment Banking Analyst at Merrill Lynch & Co., Inc. Mr. Benowitz holds an MBA from The Wharton School of the University of Pennsylvania, which he received in 2005.
He also completed his undergraduate studies at Harvard College in 2000.
Anciens postes connus de Jason Todd Benowitz
| Sociétés | Poste | Fin |
|---|---|---|
The Roosevelt Investment Group LLC
 The Roosevelt Investment Group LLC Investment ManagersFinance Roosevelt Investments manages several equity, fixed income, balanced and customized strategies. The firm offers actively managed domestic equity strategies that break away from the traditional mold of style box investing and pursue a flexible approach. They look for both stocks that are out-of-favor and considered undervalued (Value), as well as stocks with under-appreciated growth potential (Growth). These strategies typically employ the firm's thematic process, which is a synthesis of top-down and bottom-up methods. Their fixed income strategies include both global and domestic actively managed multi-sector fixed income strategies across the risk/return spectrum. Roosevelt Investments’ active risk management and thematic processes may be used in their global fixed income strategy but is not typically employed in their domestic fixed income strategies. | Membre du Comité d'Investissement | 01/05/2024 |
Druker Capital LLC
 Druker Capital LLC Investment ManagersFinance Druker Capital invests across public, private and real estate opportunities. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Corporate Officer/Principal | - |
Formation de Jason Todd Benowitz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance Roosevelt Investments manages several equity, fixed income, balanced and customized strategies. The firm offers actively managed domestic equity strategies that break away from the traditional mold of style box investing and pursue a flexible approach. They look for both stocks that are out-of-favor and considered undervalued (Value), as well as stocks with under-appreciated growth potential (Growth). These strategies typically employ the firm's thematic process, which is a synthesis of top-down and bottom-up methods. Their fixed income strategies include both global and domestic actively managed multi-sector fixed income strategies across the risk/return spectrum. Roosevelt Investments’ active risk management and thematic processes may be used in their global fixed income strategy but is not typically employed in their domestic fixed income strategies. | Finance |
Druker Capital LLC
Druker Capital LLC Investment ManagersFinance Druker Capital invests across public, private and real estate opportunities. | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard College
 Harvard College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
