Jonathan Orseck
Fondateur chez volScout LLC
Profil
Mr. Jonathan Orseck is a Co-Chief Investment Officer & Senior Vice President at Franklin Managed Options Strategies LLC and a Founding Partner at volScout LLC.
Mr. Orseck was previously employed as an Executive Director by Kidder, Peabody & Co., Inc., an Executive Director by Royal Bank of Canada, a Managing Director by Banc of America Investment Advisors, Inc., a Vice President by Eaton Vance Tax-Managed Buy-Write Strategy Fund, and an Executive Director by Morgan Stanley & Co. LLC.
He received his undergraduate degree from the University of Pennsylvania and an MBA from The Leonard N Stern School of Business.
Postes actifs de Jonathan Orseck
| Sociétés | Poste | Début |
|---|---|---|
volScout LLC
 volScout LLC Investment ManagersFinance Part of Franklin Resources, Inc., volScout LLC is a company that provides wealth management services. The company is based in Westport, CT. volScout was acquired by Franklin Resources, Inc. on May 02, 2023. The company was founded by Bradley Scott Berggren, Jonathan Orseck. | Fondateur | 01/01/2021 |
Franklin Managed Options Strategies LLC
 Franklin Managed Options Strategies LLC Investment ManagersFinance Part of Franklin Resources, Inc., Franklin Managed Options Strategies LLC is a company that provides investment advice. The company is based in Westport, CT. Founded in 2023. | Directeur en chef des Investissements | 01/05/2023 |
Anciens postes connus de Jonathan Orseck
| Sociétés | Poste | Fin |
|---|---|---|
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | 01/01/1996 |
| ROYAL BANK OF CANADA | Directeur/Membre du Conseil | 01/01/1996 |
| EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
| Banc of America Investment Advisors, Inc. | Corporate Officer/Principal | - |
Formation de Jonathan Orseck
| University of Pennsylvania | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| ROYAL BANK OF CANADA | Finance |
| Entreprise privées | 6 |
|---|---|
Eaton Vance Tax-Managed Buy-Write Strategy Fund
 Eaton Vance Tax-Managed Buy-Write Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Advantaged Bond & Option Strategies Fund is a closed-end investment fund. The Fund's investment objective is to provide tax-advantaged current income and gains. The company was founded in 2005 and is headquartered in Boston, MA. | Miscellaneous |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
| Banc of America Investment Advisors, Inc. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
volScout LLC
volScout LLC Investment ManagersFinance Part of Franklin Resources, Inc., volScout LLC is a company that provides wealth management services. The company is based in Westport, CT. volScout was acquired by Franklin Resources, Inc. on May 02, 2023. The company was founded by Bradley Scott Berggren, Jonathan Orseck. | Finance |
Franklin Managed Options Strategies LLC
Franklin Managed Options Strategies LLC Investment ManagersFinance Part of Franklin Resources, Inc., Franklin Managed Options Strategies LLC is a company that provides investment advice. The company is based in Westport, CT. Founded in 2023. | Finance |
