Jonathan Michael Winzeler
Directeur en chef des Investissements chez Sunburst Financial Group LLC
Profil
Mr. Jonathan M.
Winzeler is a Partner at Sunburst Financial Group LLC.
He chairs the investment committee and contributes to the economic outlook, asset allocation, and investment selection for all clients of the company.
With over 18 years of investment management and financial planning experience, he serves as the Chief Investment Officer of Sunburst Financial and is a partner of the firm.
He holds a Bachelor of Science in International Business from Birmingham-Southern College.
Postes actifs de Jonathan Michael Winzeler
Sociétés | Poste | Début |
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Sunburst Financial Group LLC
Sunburst Financial Group LLC Investment ManagersFinance Sunburst Financial Group LLC (SFG) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Vestavia Hills, Alabama. Founded in 2005, SFG provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Directeur en chef des Investissements | - |
Formation de Jonathan Michael Winzeler
Birmingham-Southern College | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 1 |
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Sunburst Financial Group LLC
Sunburst Financial Group LLC Investment ManagersFinance Sunburst Financial Group LLC (SFG) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Vestavia Hills, Alabama. Founded in 2005, SFG provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |