Jonathan Scheid
Corporate Officer/Principal chez Bellatore, Inc.
Profil
Jonathan Joseph Scheid is currently a Managing Director at Buckingham Strategic Partners LLC and a Vice President at Bellatore, Inc. He previously served as the President, CIO, and Chief Compliance Officer at Bellatore Financial, Inc. from 2006 to 2018.
He obtained his undergraduate degree from Santa Clara University.
Postes actifs de Jonathan Scheid
| Sociétés | Poste | Début |
|---|---|---|
Bellatore, Inc.
 Bellatore, Inc. Financial ConglomeratesFinance Bellatore, Inc. provides financial services. It delivers turnkey asset management solutions and knowledge leadership services to financial advisors and financial institutions. The company was founded in March 2006 and is headquartered in San Jose, CA | Corporate Officer/Principal | 24/04/2009 |
Buckingham Strategic Partners LLC
 Buckingham Strategic Partners LLC Investment ManagersFinance Buckingham Strategic Partners LLC (BSP) is a registered investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1997 and formerly known as BAM Advisor Services LLC. They are a wholly owned subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). BSP provides investment advisory services to independent registered investment advisors, end individuals and registered investment companies. They also provide BSP Retirement Solutions services to qualified retirement plans. | Gestionnaire de Portefeuille-Actions | 01/12/2018 |
Anciens postes connus de Jonathan Scheid
| Sociétés | Poste | Fin |
|---|---|---|
Bellatore Financial, Inc.
 Bellatore Financial, Inc. Investment ManagersFinance Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US. | President | 01/05/2018 |
Formation de Jonathan Scheid
| Santa Clara University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bellatore, Inc.
Bellatore, Inc. Financial ConglomeratesFinance Bellatore, Inc. provides financial services. It delivers turnkey asset management solutions and knowledge leadership services to financial advisors and financial institutions. The company was founded in March 2006 and is headquartered in San Jose, CA | Finance |
Bellatore Financial, Inc.
Bellatore Financial, Inc. Investment ManagersFinance Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US. | Finance |
Buckingham Strategic Partners LLC
Buckingham Strategic Partners LLC Investment ManagersFinance Buckingham Strategic Partners LLC (BSP) is a registered investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1997 and formerly known as BAM Advisor Services LLC. They are a wholly owned subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). BSP provides investment advisory services to independent registered investment advisors, end individuals and registered investment companies. They also provide BSP Retirement Solutions services to qualified retirement plans. | Finance |
