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Jon Norman Wakely
Directeur/Membre du Conseil chez
Cardigan Mountain School
Profil
Mr. Jon N.
Wakely is Co-Founder & Managing Partner at PW Global Advisors.
He co-founded PW Global Advisors in 2008.
Previously, he worked at UBS Financial Services as a Financial Advisor.
In 2005 he moved to Merrill Lynch, where he determined that the industry business model, rather than the particular firm, should be shaped differently in order to improve the client experience.
Mr. Wakely received his undergraduate degree from the University of New Hampshire.
Postes actifs de Jon Norman Wakely
| Sociétés | Poste | Début |
|---|---|---|
Cardigan Mountain School
 Cardigan Mountain School Other Consumer ServicesConsumer Services Operates boarding and day schools for boys | Directeur/Membre du Conseil | - |
Anciens postes connus de Jon Norman Wakely
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
PW Global Advisors
 PW Global Advisors Investment ManagersFinance PW Global Advisors (PWG) may employ the following security analysis methods: fundamental analysis, technical analysis and cyclical analysis. The firm uses fundamental analysis to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced or over priced. Through the use of technical analysis, PWG analyzes past market movements and applies that analysis to the present in an attempt to recognize recurring patterns of investor behavior and potentially predict future price movement. In addition, PWG employs cyclical analysis to measure the movements of a particular stock against the overall market in an attempt to predict the price movement of the security. The investment strategy for a specific client is based upon the objectives stated by the client during consultations. PWG's investment strategies include: long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing (including covered options, uncovered options or spreading strategies). | Fondateur | - |
Formation de Jon Norman Wakely
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
University of New Hampshire
 University of New Hampshire Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cardigan Mountain School
Cardigan Mountain School Other Consumer ServicesConsumer Services Operates boarding and day schools for boys | Consumer Services |
PW Global Advisors
PW Global Advisors Investment ManagersFinance PW Global Advisors (PWG) may employ the following security analysis methods: fundamental analysis, technical analysis and cyclical analysis. The firm uses fundamental analysis to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced or over priced. Through the use of technical analysis, PWG analyzes past market movements and applies that analysis to the present in an attempt to recognize recurring patterns of investor behavior and potentially predict future price movement. In addition, PWG employs cyclical analysis to measure the movements of a particular stock against the overall market in an attempt to predict the price movement of the security. The investment strategy for a specific client is based upon the objectives stated by the client during consultations. PWG's investment strategies include: long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing (including covered options, uncovered options or spreading strategies). | Finance |
