Jay Annis

Fondateur chez Annis Gardner Whiting Capital Advisors LLC

Profil

Mr. Jeffrey S.
Annis is a Principal & Co-Founder at Annis Gardner Whiting Capital Advisors LLC.
He is on the Board of Directors at Annis Gardner Whiting Capital Advisors LLC.
He is responsible for AGW’s compliance filings with the SEC, is a member of the firm’s investment committee and serves as lead consultant for a number of client engagements.
Prior to co-founding AGW in 2009, he spent more than 15 years providing institutional investment consulting services to qualified plans, foundations, endowments and private clients at CapTrust Financial Advisors, First Union Securities (the predecessor to Wells Fargo Securities) and Salomon Smith Barney.
He graduated with honors from the University of Florida with a Bachelor of Science degree in Economics.
He has also completed multiple post-graduate courses at the Wharton School of Business, including the Certified Investment Strategist and Certified Investment Management Analyst programs.
He is a Certified Financial Planner, Certified Investment Management Analyst and an Accredited Investment Fiduciary.

Postes actifs de Jay Annis

Sociétés	Poste	Début
Annis Gardner Whiting Capital Advisors LLC	Fondateur	01/01/2009