Michael Jones
Directeur Général chez Caravel Concepts LLC
Profil
Paul Michael Jones was the founder of RiverFront Investment Group LLC, which was founded in 2007, where he held the title of Chairman until 2019.
He is currently the Chairman & Chief Executive Officer of Caravel Concepts LLC.
Mr. Jones's former positions include Director at RxEye AB, Principal at Central Fidelity Banks, Inc., AllianceBernstein LP, Evergreen Investment Management Co., Inc., Mentor Investment Advisors LLC, Chief Investment Officer at Wachovia Securities LLC, and Principal at Wheat First Butcher Singer, Inc. Mr. Jones received his undergraduate degree from The College of William & Mary in 1985 and his MBA from The Wharton School of the University of Pennsylvania in 1998.
Postes actifs de Michael Jones
| Sociétés | Poste | Début |
|---|---|---|
Caravel Concepts LLC
 Caravel Concepts LLC Packaged SoftwareTechnology Services Caravel Concepts LLC is a financial planning software company that offers CMPAS, an asset allocation and financial planning software that uses cutting-edge technology and artificial intelligence to optimize investment strategies for individual clients. Caravel Concepts is based in Midlothian, VA, and the CEO of the company is Paul Michael Jones. The software is designed by financial professionals for financial professionals, making customization efficient and easy to execute across even the largest advisory practices. Additionally, the company offers MAPS, a goal-based financial planning tool that provides financial advisors with a partner for financial planning and investment management for each client they serve. | Directeur Général | - |
Anciens postes connus de Michael Jones
| Sociétés | Poste | Fin |
|---|---|---|
RiverFront Investment Group LLC
 RiverFront Investment Group LLC Investment ManagersFinance RiverFront Investment Group LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is owned primarily by their employees through RiverFront Investment Holding Group LLC. Baird Financial Corp. is a minority owner of RiverFront Investment Holding Group, and therefore an indirect owner of the firm. RiverFront provides investment advice to a wide range of clients which includes, but not limited to, individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. They also serve as sub-adviser to investment companies. | Fondateur | 31/03/2019 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Central Fidelity Banks, Inc.
 Central Fidelity Banks, Inc. Regional BanksFinance Central Fidelity Banks, Inc. is a state commercial bank. The company is based in Richmond, VA. Central Fidelity Banks was acquired by Wachovia Corp. /Old/ on December 16, 1997 for $3,036.68 million. | Corporate Officer/Principal | 31/12/1990 |
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Corporate Officer/Principal | - |
RxEye AB
 RxEye AB Packaged SoftwareTechnology Services RxEye AB sells cloud-based information technology services for remote viewing of medical images. It develops a web service for exchanging services and expertise between different hospitals and physicians. The company was founded by Sten Magnus Hök and Ulf Lars Harald Hertin in September 2010 and is headquartered in Stockholm, Sweden. | Directeur/Membre du Conseil | - |
Formation de Michael Jones
| The College of William & Mary | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Central Fidelity Banks, Inc.
Central Fidelity Banks, Inc. Regional BanksFinance Central Fidelity Banks, Inc. is a state commercial bank. The company is based in Richmond, VA. Central Fidelity Banks was acquired by Wachovia Corp. /Old/ on December 16, 1997 for $3,036.68 million. | Finance |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Finance |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Finance |
| Mentor Investment Advisors LLC | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
| Wheat First Butcher Singer, Inc. | Finance |
RiverFront Investment Group LLC
RiverFront Investment Group LLC Investment ManagersFinance RiverFront Investment Group LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is owned primarily by their employees through RiverFront Investment Holding Group LLC. Baird Financial Corp. is a minority owner of RiverFront Investment Holding Group, and therefore an indirect owner of the firm. RiverFront provides investment advice to a wide range of clients which includes, but not limited to, individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. They also serve as sub-adviser to investment companies. | Finance |
RxEye AB
RxEye AB Packaged SoftwareTechnology Services RxEye AB sells cloud-based information technology services for remote viewing of medical images. It develops a web service for exchanging services and expertise between different hospitals and physicians. The company was founded by Sten Magnus Hök and Ulf Lars Harald Hertin in September 2010 and is headquartered in Stockholm, Sweden. | Technology Services |
Caravel Concepts LLC
Caravel Concepts LLC Packaged SoftwareTechnology Services Caravel Concepts LLC is a financial planning software company that offers CMPAS, an asset allocation and financial planning software that uses cutting-edge technology and artificial intelligence to optimize investment strategies for individual clients. Caravel Concepts is based in Midlothian, VA, and the CEO of the company is Paul Michael Jones. The software is designed by financial professionals for financial professionals, making customization efficient and easy to execute across even the largest advisory practices. Additionally, the company offers MAPS, a goal-based financial planning tool that provides financial advisors with a partner for financial planning and investment management for each client they serve. | Technology Services |
