Jonathan Jackson Foltz
Gestionnaire de Portefeuille-Actions chez Swift Run Capital Management LLC
Profil
Jonathan Jackson Foltz is an Investment Representative & Portfolio Manager at Swift Run Capital Management LLC since 2014.
Prior to this, he worked as a Portfolio Manager at F&M Trust Co. from 1999 to 2001, as a Regional Portfolio Manager at Sterling Capital Management LLC, and as a Regional Portfolio Manager at BB&T Asset Management, Inc. from 2001 to 2010.
From 2010 to 2013, he worked as an Investment Officer at VNBTrust, NA.
He completed his undergraduate degree from Radford University in 1998.
Postes actifs de Jonathan Jackson Foltz
| Sociétés | Poste | Début |
|---|---|---|
Swift Run Capital Management LLC
 Swift Run Capital Management LLC Investment ManagersFinance Swift Run Capital Management LLC (SRCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Charlottesville, Virginia. The firm was founded in 2003 and is a subsidiary of SCRM Holdings LLC, ultimately owned by Mullen Familyco LLC. SRCM provides portfolio management services for “Qualified Clients” through separately managed accounts. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
Anciens postes connus de Jonathan Jackson Foltz
| Sociétés | Poste | Fin |
|---|---|---|
VNBTrust, NA
 VNBTrust, NA Regional BanksFinance VNBTrust, NA is a national trust bank located in Charlottesville, Virginia. The bank is regulated by the Office of the Comptroller of the Currency. VNBTrust is a subsidiary of Virginia National Bank which began offering wealth management services in 2000 and trust services in 2007. VNBTrust's ultimate parent is Virginia National Bankshares Corp. (VABK). VNBTrust, NA does business as VNB Wealth Management. | Gestionnaire de Portefeuille-Actions | 01/12/2013 |
BB&T Asset Management, Inc.
 BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Gestionnaire de Portefeuille-Actions | 01/08/2010 |
| F&M Trust Co. | Gestionnaire de Portefeuille-Actions | - |
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Gestionnaire de Portefeuille-Actions | - |
Formation de Jonathan Jackson Foltz
| Radford University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
BB&T Asset Management, Inc.
BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Finance |
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Finance |
VNBTrust, NA
VNBTrust, NA Regional BanksFinance VNBTrust, NA is a national trust bank located in Charlottesville, Virginia. The bank is regulated by the Office of the Comptroller of the Currency. VNBTrust is a subsidiary of Virginia National Bank which began offering wealth management services in 2000 and trust services in 2007. VNBTrust's ultimate parent is Virginia National Bankshares Corp. (VABK). VNBTrust, NA does business as VNB Wealth Management. | Finance |
| F&M Trust Co. | Finance |
Swift Run Capital Management LLC
Swift Run Capital Management LLC Investment ManagersFinance Swift Run Capital Management LLC (SRCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Charlottesville, Virginia. The firm was founded in 2003 and is a subsidiary of SCRM Holdings LLC, ultimately owned by Mullen Familyco LLC. SRCM provides portfolio management services for “Qualified Clients” through separately managed accounts. | Finance |
