Profil
Jonathan Scott Stuart worked as a Senior Managing Director at Windhaven Investment Management, Inc. from 2009 to 2017.
Prior to that, he worked as a Principal at Lotus Development Corp., Equity Research Analyst at UBS Securities LLC, Principal at IBM Software Group, and President at Mindcomet Corp.
Stuart received his undergraduate degree from Marietta College and his MBA from Tuck School of Business at Dartmouth.
Anciens postes connus de Jon Stuart
| Sociétés | Poste | Fin |
|---|---|---|
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Gestionnaire de Portefeuille-Actions | 18/04/2017 |
Mindcomet Corp.
 Mindcomet Corp. Advertising/Marketing ServicesCommercial Services MindComet Corp. provided interactive marketing services that specializes in social media, campaign designs and branding, and technology development. The company was founded in 1999 and was located in Altamonte Springs, FL. | President | - |
IBM Software Group
 IBM Software Group Packaged SoftwareTechnology Services IBM Software Group provides software solutions and services. It offers products for tasks such as database management, enterprise application, integration, and security and application development. The firm also provides collaboration and communication applications. The company is headquartered in Armonk, NY. | Sales & Marketing | - |
Lotus Development Corp.
 Lotus Development Corp. Packaged SoftwareTechnology Services Lotus Development Corp. was an American software company. The company was famous for their groundbreaking Lotus 1-2-3 spreadsheet application, which was the killer application in the early days of the IBM PC which helped spread the adoption of the PC. The company also provided one of the more powerful groupware systems, Lotus Notes. The company was headquartered in Cambridge, MA | Sales & Marketing | - |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Analyst-Equity | - |
Formation de Jon Stuart
| Marietta College | Undergraduate Degree |
| Tuck School of Business at Dartmouth | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
IBM Software Group
IBM Software Group Packaged SoftwareTechnology Services IBM Software Group provides software solutions and services. It offers products for tasks such as database management, enterprise application, integration, and security and application development. The firm also provides collaboration and communication applications. The company is headquartered in Armonk, NY. | Technology Services |
Lotus Development Corp.
Lotus Development Corp. Packaged SoftwareTechnology Services Lotus Development Corp. was an American software company. The company was famous for their groundbreaking Lotus 1-2-3 spreadsheet application, which was the killer application in the early days of the IBM PC which helped spread the adoption of the PC. The company also provided one of the more powerful groupware systems, Lotus Notes. The company was headquartered in Cambridge, MA | Technology Services |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
Mindcomet Corp.
Mindcomet Corp. Advertising/Marketing ServicesCommercial Services MindComet Corp. provided interactive marketing services that specializes in social media, campaign designs and branding, and technology development. The company was founded in 1999 and was located in Altamonte Springs, FL. | Commercial Services |
