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Jay Skaalen
Analyst-Equity chez
Osborne Partners Capital Management LLC
Profil
Mr. Jay M.
Skaalen, CFA, is an Investment Analyst & Principal at Osborne Partners Capital Management LLC.
He has nearly over 20 years of experience and is in his 14th year at Osborne Partners Capital Management (OPCM).
He is a member of the OPCM Investment Management Team, and is responsible for research coverage in all asset classes.
Prior to OPCM, he was a Portfolio Manager at Wells Fargo and a member of their National Equity Research Team.
He also worked in Corporate Finance and Investor Relations for Qualcomm Incorporated.
He received a Bachelor of Science degree in Finance and Accounting from California Polytechnic State University at San Luis Obispo and is a CFA Charterholder.
He is a member of CFA Society San Francisco and CFA Institute.
He is also a Certified Financial Planner.
Postes actifs de Jay Skaalen
| Sociétés | Poste | Début |
|---|---|---|
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation. | Analyst-Equity | 01/09/2013 |
Anciens postes connus de Jay Skaalen
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Corporate Officer/Principal | 31/08/2013 |
Formation de Jay Skaalen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
55
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation. | Finance |
California Polytechnic State University (San Luis Obispo)
 California Polytechnic State University (San Luis Obispo) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
