![Jake Heisler](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Jake Heisler worked as a Senior Client Associate at Versant Capital Management, Inc. from 2017 to 2019.
He obtained his undergraduate degree from Grand Canyon University in 2017.
Anciens postes connus de Jake Heisler
Sociétés | Poste | Fin |
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Versant Capital Management, Inc.
![]() Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Analyst-Equity | 01/09/2019 |
Formation de Jake Heisler
Grand Canyon University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 1 |
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Versant Capital Management, Inc.
![]() Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Finance |