Jonathan David Wagner

Plus aucun poste en cours

Consumer Services

Finance

Consumer Durables

Profil

Mr. Jonathan D.
Wagner, CFA MBA, is a Portfolio Manager at Bluemont Capital Advisors LLC.
Prior to working at Bluemont Capital Advisors in 2009, he held a similar position at a Charlottesville, VA based investment firm and at Charles Schwab & Co. He received the Chartered Financial Analyst designation from the CFA Institute and is a member of the CFA Society of Washington D.C.
Mr. Wagner holds an B.S.
degree in Accounting from Indiana University and an M.B.A. from the William E.
Simon Graduate School of Business Administration at the University of Rochester.

Anciens postes connus de Jonathan David Wagner

Sociétés	Poste	Fin
Old Dominion Capital Management, Inc. Old Dominion Capital Management, Inc. Investment ManagersFinance ODCM is a long-term fundamental investor which owns high quality investments in broadly diversified asset classes. The firm uses a mix of individual securities, mutual funds, and exchange traded funds and incorporates foreign and domestic equities, foreign and domestic fixed income, real estate and, where appropriate, a range of alternative investments in client portfolios. They utilize broad diversification along with periodic rebalancing in an effort to provide high quality portfolios that combine lower degrees of volatility with reasonable results.	Gestionnaire de Portefeuille-Actions	31/10/2009
Lafarge North America, Inc. Lafarge North America, Inc. Construction MaterialsNon-Energy Minerals Produces construction materials, cement aggregates, ready-mixed concrete and related products	Treasurer	31/12/2003
HP INC.	Corporate Officer/Principal	31/12/1997
CENTEX CORP SHARES OF COM STK US$0.25	Comptroller/Controller/Auditor	31/12/1991
Bluemont Capital Advisors LLC Bluemont Capital Advisors LLC Investment ManagersFinance Bluemont Capital Advisors' primary approach to asset management utilizes a tactical allocation strategy, which is designed to reduce risk and increase performance. To accomplish this objective, the firm primarily invests in the following types of securities on either a long-term or short-term basis: (1) exchange-listed securities (2) corporate debt (3) municipal securities (4) Treasury securities (5) real estate partnerships and (6) alternative investments. Bluemont may also provide advice about ETFs, alternative investments and any type of investment held in a client's portfolio at the beginning of the advisory relationship. In addition, they may recommend that accredited investors invest in private placement securities which may include debt, equity and/or pooled investment vehicles when consistent with the client's investment objectives. Bluemont may recommend, on occasion, redistributing investment allocations to diversify the portfolio. The firm may make similar recommendations on specific stocks to increase sector weighting and/or dividend potential.	Gestionnaire de Portefeuille-Actions	-

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Sociétés liées

Entreprise privées	7
Centex Corp. Centex Corp. HomebuildingConsumer Durables Builds & finances homes and communities	Consumer Durables
HP, Inc. HP, Inc. Information Technology ServicesTechnology Services Operates as a technology company that sells laptops, pc desktops, printers and accessories through online	Technology Services
Lafarge North America, Inc. Lafarge North America, Inc. Construction MaterialsNon-Energy Minerals Produces construction materials, cement aggregates, ready-mixed concrete and related products	Non-Energy Minerals
Rochester Christian University Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Old Dominion Capital Management, Inc. Old Dominion Capital Management, Inc. Investment ManagersFinance ODCM is a long-term fundamental investor which owns high quality investments in broadly diversified asset classes. The firm uses a mix of individual securities, mutual funds, and exchange traded funds and incorporates foreign and domestic equities, foreign and domestic fixed income, real estate and, where appropriate, a range of alternative investments in client portfolios. They utilize broad diversification along with periodic rebalancing in an effort to provide high quality portfolios that combine lower degrees of volatility with reasonable results.	Finance
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bluemont Capital Advisors LLC Bluemont Capital Advisors LLC Investment ManagersFinance Bluemont Capital Advisors' primary approach to asset management utilizes a tactical allocation strategy, which is designed to reduce risk and increase performance. To accomplish this objective, the firm primarily invests in the following types of securities on either a long-term or short-term basis: (1) exchange-listed securities (2) corporate debt (3) municipal securities (4) Treasury securities (5) real estate partnerships and (6) alternative investments. Bluemont may also provide advice about ETFs, alternative investments and any type of investment held in a client's portfolio at the beginning of the advisory relationship. In addition, they may recommend that accredited investors invest in private placement securities which may include debt, equity and/or pooled investment vehicles when consistent with the client's investment objectives. Bluemont may recommend, on occasion, redistributing investment allocations to diversify the portfolio. The firm may make similar recommendations on specific stocks to increase sector weighting and/or dividend potential.	Finance