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Jonathan Horsman
Gestionnaire de Portefeuille-Actions chez
Creative Planning LLC
Profil
Mr. Jonathan A. Horsman is a Wealth Manager & Partner at Creative Planning LLC.
He works directly with clients to develop and implement a strategy to address their financial, investment, tax and estate planning needs.
Prior to joining Creative Planning, Mr. Horsman worked as Senior Analyst at a wealth management firm.
He served high net worth clients on a comprehensive basis.
He graduated from Clemson University with his Bachelor of Science degree in Finance.
Postes actifs de Jonathan Horsman
| Sociétés | Poste | Début |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
Formation de Jonathan Horsman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Clemson University
 Clemson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
