Jared Sullivan
Gestionnaire de Portefeuille-Actions chez Legacy Advisors LLC
Profil
Mr. Jared U.
Sullivan, CFA, is an Investment Strategist & Portfolio Manager at Legacy Advisors LLC.
He Analyzes and researches investment strategies within the context of managing total portfolio solutions for clients.
Postes actifs de Jared Sullivan
| Sociétés | Poste | Début |
|---|---|---|
Legacy Advisors LLC
 Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Gestionnaire de Portefeuille-Actions | 01/09/2018 |
Anciens postes connus de Jared Sullivan
| Sociétés | Poste | Fin |
|---|---|---|
Greenspring Associates, Inc.
 Greenspring Associates, Inc. Investment ManagersFinance Greenspring Associates Inc is a venture capital subsidiary of StepStone Group, Inc. founded in 2000 by C. Ashton Newhall. The firm is headquartered in Owings Mills, Maryland. | Analyste en capital-investissement | 01/07/2018 |
Formation de Jared Sullivan
| Villanova University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Greenspring Associates, Inc.
Greenspring Associates, Inc. Investment ManagersFinance Greenspring Associates Inc is a venture capital subsidiary of StepStone Group, Inc. founded in 2000 by C. Ashton Newhall. The firm is headquartered in Owings Mills, Maryland. | Finance |
Legacy Advisors LLC
Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Finance |
