Profil
Mr. Alan J.
Whitby, CFA MBA, is a Chief Compliance Officer at Stone Point Wealth LLC.
He provides financial planning and investment management for high net-worth clients and institutions.
Mr. Whitby has 20 years of experience in the financial services industry encompasses working directly with clients providing wholistic financial advice including retirement planning, tax planning and estate planning as well as providing portfolio management and most recently being the Chief Investment Officer for one of the largest Registered Investment Advisory Firms in Florida.
Prior to his financial services career, he was employed in the semi-conductor industry working in engineering, sales, and finance.
He has a Bachelor’s Degree in Chemical Engineering from Purdue University and an MBA from Santa Clara University with a concentration in Finance.
Postes actifs de Jason Whitby
| Sociétés | Poste | Début |
|---|---|---|
Stone Point Wealth LLC
 Stone Point Wealth LLC Investment ManagersFinance Stone Point Wealth LLC (SPW) is an independent registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2021 and is principally owned by Alan Jason Whitby and Jeremiah Otto Spritzberg. SPW provides financial planning and investment management for high net-worth clients and institutions. | Directeur Général | 01/06/2021 |
Anciens postes connus de Jason Whitby
| Sociétés | Poste | Fin |
|---|---|---|
Managed Account Services, Inc.
 Managed Account Services, Inc. Investment ManagersFinance Managed Account Services, Inc. (dba Investor Solutions) is an independent registered investment advisor headquartered in Miami, Florida. The firm was founded by Frank Armstrong in 1993. Investor Solutions offers a variety of advisory services to individuals, family limited partnerships, pension and profit-sharing plans, charitable organizations and foreign government agencies. | Directeur en chef des Investissements | 01/06/2021 |
Noesis Capital Management Corp.
 Noesis Capital Management Corp. Investment ManagersFinance Noesis Capital Management Corp. (Noesis) is a registered investment advisor and wealth management firm headquartered in Boca Raton, Florida. The firm was founded by Nicolaas “Nico” Letschert and Jeremiah “Jerrry” Spitzberg in 1995 and is a subsidiary of Noesis International Holdings, Inc. Noesis offers investment advisory services to individuals, including high net worth individuals, pensions and profit-sharing plans, charitable organizations, trusts and estates, corporations, and institutions as well as foreign clients. | Gestionnaire de Portefeuille-Actions | 31/01/2007 |
Formation de Jason Whitby
| Purdue University | Undergraduate Degree |
| Santa Clara University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Noesis Capital Management Corp.
Noesis Capital Management Corp. Investment ManagersFinance Noesis Capital Management Corp. (Noesis) is a registered investment advisor and wealth management firm headquartered in Boca Raton, Florida. The firm was founded by Nicolaas “Nico” Letschert and Jeremiah “Jerrry” Spitzberg in 1995 and is a subsidiary of Noesis International Holdings, Inc. Noesis offers investment advisory services to individuals, including high net worth individuals, pensions and profit-sharing plans, charitable organizations, trusts and estates, corporations, and institutions as well as foreign clients. | Finance |
Managed Account Services, Inc.
Managed Account Services, Inc. Investment ManagersFinance Managed Account Services, Inc. (dba Investor Solutions) is an independent registered investment advisor headquartered in Miami, Florida. The firm was founded by Frank Armstrong in 1993. Investor Solutions offers a variety of advisory services to individuals, family limited partnerships, pension and profit-sharing plans, charitable organizations and foreign government agencies. | Finance |
Stone Point Wealth LLC
Stone Point Wealth LLC Investment ManagersFinance Stone Point Wealth LLC (SPW) is an independent registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2021 and is principally owned by Alan Jason Whitby and Jeremiah Otto Spritzberg. SPW provides financial planning and investment management for high net-worth clients and institutions. | Finance |
