Profil
Mr. Jonathan E.
Lohr, CFA, is a Principal at Advisory Alpha LLC.
He has a diverse background in corporate finance and investment management.
He manages the daily investment research and portfolio management responsibilities for the investment team which involves asset allocation research, fund monitoring and due diligence, investment strategy evaluation and implementation, and performance monitoring.
Postes actifs de Jon Lohr
| Sociétés | Poste | Début |
|---|---|---|
Advisory Alpha LLC
 Advisory Alpha LLC Investment ManagersFinance Advisory Alpha LLC is an independent, SEC-registered investment advisor headquartered in Holland, Michigan. The firm was founded in 2011 by Steve Osterink, Jr. They provide investment advice and/or management supervisory services to individuals, high-net-worth individuals, other registered investment advisers, defined contribution and defined benefit retirement plans, corporate and institutional investors. | Analyst-Equity | 01/11/2016 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Advisory Alpha LLC
Advisory Alpha LLC Investment ManagersFinance Advisory Alpha LLC is an independent, SEC-registered investment advisor headquartered in Holland, Michigan. The firm was founded in 2011 by Steve Osterink, Jr. They provide investment advice and/or management supervisory services to individuals, high-net-worth individuals, other registered investment advisers, defined contribution and defined benefit retirement plans, corporate and institutional investors. | Finance |
