Profil
Jonathan Blake Joseph worked as an Associate Director of Research at Bradley, Foster & Sargent, Inc., a Principal at Olson Mobeck Investment Advisors, Inc. and Coburn & Meredith, Inc., an Analyst at Fox-Pitt, Kelton Securities, and a Principal at Travelers Corp.
He received an undergraduate degree from the University of Connecticut and an MBA from the University of Hartford.
Anciens postes connus de Jonathan Blake Joseph
| Sociétés | Poste | Fin |
|---|---|---|
Coburn & Meredith, Inc.
Coburn & Meredith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Travelers Corp.
Travelers Corp. Property/Casualty InsuranceFinance Multiple-line insurance | Corporate Officer/Principal | - |
Fox-Pitt, Kelton Securities
Fox-Pitt, Kelton Securities Investment Banks/BrokersFinance Fox-Pitt, Kelton Securities, a subsidiary of Fox-Pitt, Kelton Ltd., is a broker/dealer headquartered in New York City with additional offices in Boston and Hartford, Connecticut. Founded in 1971, the firm offers a full array of investment services, specializing specifically in the global financial services industry focusing on the insurance, banking and related sectors. Their fundamental, company-specific research is supported by a rigorous approach to valuation. They are a member of the NASD. | Analyst-Equity | - |
Olson Mobeck Investment Advisors, Inc.
Olson Mobeck Investment Advisors, Inc. Investment ManagersFinance Olson Mobeck Investment Advisors' investment approach focuses on determining an appropriate long-term target asset allocation mix to meet each client's needs and objectives. The firm invests assets across stock, bond and mutual fund asset classes to provide clients with the highest returns consistent with their stated risk tolerance. | Corporate Officer/Principal | - |
Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent, Inc. Investment ManagersFinance BFS generally invests in the long-term and seeks capital preservation. They utilize fundamental analysis to invest in sound companies with identifiable prospects for earnings growth when the stocks of these companies can be purchased at what they believe to be reasonable valuations. Their investment philosophy includes capital preservation, commitment to equities, reasonable prices, diversification, and the ineffectiveness of market timing. | Directeur de la Recherche - Actions | - |
Formation de Jonathan Blake Joseph
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Olson Mobeck Investment Advisors, Inc.
Olson Mobeck Investment Advisors, Inc. Investment ManagersFinance Olson Mobeck Investment Advisors' investment approach focuses on determining an appropriate long-term target asset allocation mix to meet each client's needs and objectives. The firm invests assets across stock, bond and mutual fund asset classes to provide clients with the highest returns consistent with their stated risk tolerance. | Finance |
Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent, Inc. Investment ManagersFinance BFS generally invests in the long-term and seeks capital preservation. They utilize fundamental analysis to invest in sound companies with identifiable prospects for earnings growth when the stocks of these companies can be purchased at what they believe to be reasonable valuations. Their investment philosophy includes capital preservation, commitment to equities, reasonable prices, diversification, and the ineffectiveness of market timing. | Finance |
Coburn & Meredith, Inc.
Coburn & Meredith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Fox-Pitt, Kelton Securities
Fox-Pitt, Kelton Securities Investment Banks/BrokersFinance Fox-Pitt, Kelton Securities, a subsidiary of Fox-Pitt, Kelton Ltd., is a broker/dealer headquartered in New York City with additional offices in Boston and Hartford, Connecticut. Founded in 1971, the firm offers a full array of investment services, specializing specifically in the global financial services industry focusing on the insurance, banking and related sectors. Their fundamental, company-specific research is supported by a rigorous approach to valuation. They are a member of the NASD. | Finance |
Travelers Corp.
Travelers Corp. Property/Casualty InsuranceFinance Multiple-line insurance | Finance |
University of Connecticut
University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Hartford
University of Hartford Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















