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Profil
Jonathan Takara worked as a Research Analyst at Nelson Capital Management LLC.
He then worked as a Senior Investment Research Analyst at Wells Fargo Bank, NA (Private Banking) from 2016 to 2021.
He received his undergraduate degree from Santa Clara University in 2009.
Anciens postes connus de Jonathan Takara
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank-PB offers a team-based approach focused on client’s unique needs and creates a dynamic wealth management plan that is designed to grow and reflect client’s evolving goals and priorities. | Analyst-Equity | 01/10/2021 |
Nelson Capital Management LLC
 Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management (NCM) focuses on providing investment services to separately managed accounts for individuals, high net-worth individuals, trusts, endowments, foundations and other institutions. In addition to wealth management services provided to individuals, the firm's institutional business focuses on managing two primary investment strategies: US large cap core equity (GARP) and US large-cap core equity socially responsible investing (SRI). Based on each client's specific investment goals and risk tolerance, they seek profitable investments in microenterprise, community development, clean technology and other opportunities that provide high social or environmental impact. Corporate engagement on environmental, social, and governance (ESG) issues is an integral part of NCM's investment process. Their ultimate goal is to achieve outcomes favorable to both shareholders and society. NCM's large-cap GARP and SRI strategies are characterized by high-quality companies that demonstrate leadership in growing industries and which are currently undervalued relative to the broader markets. The firm employs a proprietary framework, drawing from quantitative techniques, fundamental analysis and qualitative judgment to assess the attractiveness of companies. In this process, tactical sector positioning is continuously evaluated. For fixed-income investments, NCM reviews a broad spectrum of macroeconomic indicators including various interest rate and economic forecasts. Fixed-income securities are chosen based on exemplary credit rating, competitive projected returns and other factors that they believe make the security suitable for client portfolios. The firm's fixed-income strategy is also dependent on each client's tax sensitivity. For client investments made in small-cap common stocks and foreign securities, NCM generally invests in no-load mutual funds and/or ETFs. For clients whose investments in large- and mid-cap common stocks fall below $300,000, NCM will likely invest in no-load mutual funds. | Analyst-Equity | 01/06/2016 |
Formation de Jonathan Takara
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
50
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Santa Clara University
 Santa Clara University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nelson Capital Management LLC
Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management (NCM) focuses on providing investment services to separately managed accounts for individuals, high net-worth individuals, trusts, endowments, foundations and other institutions. In addition to wealth management services provided to individuals, the firm's institutional business focuses on managing two primary investment strategies: US large cap core equity (GARP) and US large-cap core equity socially responsible investing (SRI). Based on each client's specific investment goals and risk tolerance, they seek profitable investments in microenterprise, community development, clean technology and other opportunities that provide high social or environmental impact. Corporate engagement on environmental, social, and governance (ESG) issues is an integral part of NCM's investment process. Their ultimate goal is to achieve outcomes favorable to both shareholders and society. NCM's large-cap GARP and SRI strategies are characterized by high-quality companies that demonstrate leadership in growing industries and which are currently undervalued relative to the broader markets. The firm employs a proprietary framework, drawing from quantitative techniques, fundamental analysis and qualitative judgment to assess the attractiveness of companies. In this process, tactical sector positioning is continuously evaluated. For fixed-income investments, NCM reviews a broad spectrum of macroeconomic indicators including various interest rate and economic forecasts. Fixed-income securities are chosen based on exemplary credit rating, competitive projected returns and other factors that they believe make the security suitable for client portfolios. The firm's fixed-income strategy is also dependent on each client's tax sensitivity. For client investments made in small-cap common stocks and foreign securities, NCM generally invests in no-load mutual funds and/or ETFs. For clients whose investments in large- and mid-cap common stocks fall below $300,000, NCM will likely invest in no-load mutual funds. | Finance |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank-PB offers a team-based approach focused on client’s unique needs and creates a dynamic wealth management plan that is designed to grow and reflect client’s evolving goals and priorities. | Finance |
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