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John Benjamin Gjertsen
Corporate Officer/Principal chez
D.L. Blain & Co. LLC (Private Equity)
Profil
Mr. John B. Gjertsen, CFA, is a Senior Wealth Advisor & Partner at BlueSky Wealth Advisors LLC and a Wealth Planner at D.L.
Blain & Co. LLC (Private Equity).
He is responsible for formulating and implementing standard financial planning strategies and managing day-to-day client advisory needs.
Mr. Gjertsen spent two years as a financial adviser in Orlando, Florida.
Prior to becoming an advisor, he spent 11 years as a software developer.
He was previously employed at Steadfast Capital Management LP.
He holds dual degrees in Computational and Applied Mathematics and Managerial Studies from Rice University in Houston, Texas.
Postes actifs de John Benjamin Gjertsen
| Sociétés | Poste | Début |
|---|---|---|
D.L. Blain & Co. LLC (Private Equity)
 D.L. Blain & Co. LLC (Private Equity) Investment ManagersFinance D.L. Blain & Co. focuses on private equity investments in the aerospace and defense sector | Corporate Officer/Principal | 18/06/2010 |
BlueSky Wealth Advisors LLC
 BlueSky Wealth Advisors LLC Investment ManagersFinance BlueSky analyzes and studies the optimal allocation of a client's investment portfolio among the various asset classes. Their investment strategies and advice may vary depending upon each client's specific financial situation. In most instances, when executing a strategy for investing in a specific investment class, the firm employs a passive strategy believing that a client is best served by a low-cost, low-income tax impact investment strategy. | Trading-Equity | 01/01/2010 |
Anciens postes connus de John Benjamin Gjertsen
| Sociétés | Poste | Fin |
|---|---|---|
Steadfast Capital Management LP
 Steadfast Capital Management LP Investment ManagersFinance SCM seeks to generate attractive rates of return over a long period of time by investing primarily in publicly traded securities, both long and short. While the focus is primarily on publicly traded securities, the firm also makes investments in private companies and other illiquid securities to bolster its public market investment strategy. Asset valuation and bottom-up research drive their investment decision making process. | Corporate Officer/Principal | - |
Formation de John Benjamin Gjertsen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Steadfast Capital Management LP
Steadfast Capital Management LP Investment ManagersFinance SCM seeks to generate attractive rates of return over a long period of time by investing primarily in publicly traded securities, both long and short. While the focus is primarily on publicly traded securities, the firm also makes investments in private companies and other illiquid securities to bolster its public market investment strategy. Asset valuation and bottom-up research drive their investment decision making process. | Finance |
Rice University
 Rice University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BlueSky Wealth Advisors LLC
BlueSky Wealth Advisors LLC Investment ManagersFinance BlueSky analyzes and studies the optimal allocation of a client's investment portfolio among the various asset classes. Their investment strategies and advice may vary depending upon each client's specific financial situation. In most instances, when executing a strategy for investing in a specific investment class, the firm employs a passive strategy believing that a client is best served by a low-cost, low-income tax impact investment strategy. | Finance |
D.L. Blain & Co. LLC (Private Equity)
D.L. Blain & Co. LLC (Private Equity) Investment ManagersFinance D.L. Blain & Co. focuses on private equity investments in the aerospace and defense sector | Finance |
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