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Michael Paul Jeanfreau
Gestionnaire de Portefeuille-Actions chez
Mariner LLC
Profil
Mr. Michael P.
Jeanfreau is a Managing Director & Senior Wealth Advisor at Mariner LLC.
Mr. Jeanfreau started in the financial services industry in 1988 as a registered representative with Yakobavich and Company.
He has had client-focused roles as a Financial Planner and Wealth Manager with Associates in Planning, Bank of the West, Wells Fargo, and Cascadia Wealth Management.
His corporate experience includes Vice President of Product Development for Marketing One, Bank Channel Marketing Manager for Transamerica Life Insurance and Annuity Company and Vice President of Product Development for First Penn-Pacific Life.
He has a bachelor’s degree in finance with a co-concentration in international finance from Brigham Young University and an MBA from Northwestern University
Postes actifs de Michael Paul Jeanfreau
| Sociétés | Poste | Début |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Gestionnaire de Portefeuille-Actions | 01/01/2022 |
Anciens postes connus de Michael Paul Jeanfreau
| Sociétés | Poste | Fin |
|---|---|---|
Cascadia Advisory Services LLC
 Cascadia Advisory Services LLC Investment ManagersFinance Provides investment advice | Directeur Général | 01/01/2022 |
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance WFAFN favors areas of the market such as large- and mid-cap US stocks and emerging market equities where the risk/return trade-off is attractive. They also believe that investors should reduce risk in their bond portfolios by emphasizing shorter-term and higher-quality bond holdings. The firm may review their client’s current assets and develop a recommended asset allocation based on their individual financial goals and objectives through analytical tools. | Corporate Officer/Principal | 01/05/2008 |
Bank of the West (San Francisco, CA Investment Management)
 Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Profile Unavailable. | Corporate Officer/Principal | 01/11/2007 |
Asset Marketing Services LLC
 Asset Marketing Services LLC Wholesale DistributorsDistribution Services Markets and sells metal collectible coins & bullion | Corporate Officer/Principal | 01/09/2003 |
Lincoln Financial Distributors, Inc.
 Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Provides fund management services | Corporate Officer/Principal | 01/04/2002 |
Formation de Michael Paul Jeanfreau
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
86
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Bank of the West (San Francisco, CA Investment Management)
Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Profile Unavailable. | Finance |
Lincoln Financial Distributors, Inc.
Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Provides fund management services | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance WFAFN favors areas of the market such as large- and mid-cap US stocks and emerging market equities where the risk/return trade-off is attractive. They also believe that investors should reduce risk in their bond portfolios by emphasizing shorter-term and higher-quality bond holdings. The firm may review their client’s current assets and develop a recommended asset allocation based on their individual financial goals and objectives through analytical tools. | Finance |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Finance |
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marketing One, Inc. | |
Asset Marketing Services LLC
Asset Marketing Services LLC Wholesale DistributorsDistribution Services Markets and sells metal collectible coins & bullion | Distribution Services |
Kellogg School of Management
 Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Transamerica Life Insurance Co. (Investment Portfolio)
 Transamerica Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Transamerica-IP takes a diversified approach that applies the portfolio management experience of numerous and varied asset managers throughout the industry to give clients a full range of investment strategies. | Finance |
Cascadia Advisory Services LLC
Cascadia Advisory Services LLC Investment ManagersFinance Provides investment advice | Finance |
