![R. Jeffrey Young](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
R. Jeffrey Young
Directeur Général chez
Mutual Fund & Variable Insurance Trust
Profil
R.
Jeffrey Young is currently the Chief Executive Officer at Mutual Fund & Variable Insurance Trust, Valued Advisers Trust, Strategy Shares, and Chairman at Capitol Series Trust.
He is also the Senior Vice President-Relationship Management at Unified Fund Services, Inc. and an Independent Trustee at Zell Capital.
In the past, he held positions such as Vice President & Director-Relationship Management at Ultimus Fund Solutions LLC, Managing Director & Chief Operating Officer at WealthStone Family Office LLC, Senior Vice President at The BISYS Group, Inc., President at Unified Financial Securities, Inc., and President at Huntington Asset Services.
Mr. Young obtained his undergraduate degree and MBA from The Ohio University.
Postes actifs de R. Jeffrey Young
| Sociétés | Poste | Début |
|---|---|---|
Unified Fund Services, Inc.
 Unified Fund Services, Inc. Financial ConglomeratesFinance Provides fund management services | Corporate Officer/Principal | 09/04/2010 |
Capitol Series Trust
 Capitol Series Trust Investment Trusts/Mutual FundsMiscellaneous Acts as umbrella fund | Président | 18/09/2013 |
Mutual Fund & Variable Insurance Trust
 Mutual Fund & Variable Insurance Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Directeur Général | 01/02/2010 |
Strategy Shares
 Strategy Shares Investment Trusts/Mutual FundsMiscellaneous Exchange Traded Fund | Directeur Général | 01/11/2010 |
Zell Capital
 Zell Capital Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Directeur/Membre du Conseil | 01/01/2020 |
Anciens postes connus de R. Jeffrey Young
| Sociétés | Poste | Fin |
|---|---|---|
WealthStone Family Office LLC
 WealthStone Family Office LLC Investment ManagersFinance WealthStone Advisors formulates investment advice and/or manages client portfolios by using different security analysis including charting; fundamental analysis; technical analysis; cyclical analysis; quantitative analysis; qualitative analysis; mutual fund and/or ETF analysis; and third-party money manager analysis. They rely on financial newspapers, professional journals and other published materials as well as information from their research partners. The firm’s primary approach for client portfolios is recommending investment strategies based upon information relating to using diversified investment styles, multiple assets classes, and multiple investment managers to construct model portfolios that have various risk/return characteristics. | Directeur des opérations | 31/12/2009 |
Unified Financial Securities, Inc.
 Unified Financial Securities, Inc. Financial ConglomeratesFinance Provides investment services | President | - |
Huntington Asset Services
 Huntington Asset Services Investment ManagersFinance Provides investment advice | President | - |
Ultimus Fund Solutions LLC
 Ultimus Fund Solutions LLC Investment ManagersFinance Provides fund administration services | Corporate Officer/Principal | - |
| ░░░░░░ ░░░░░░░░ ░░░░░ | ░░░░░░░░░ ░░░░░░░░░ | - |
Formation de R. Jeffrey Young
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
12
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 12 |
|---|---|
The BISYS Group, Inc.
 The BISYS Group, Inc. Data Processing ServicesTechnology Services Provides data technology outsourcing services | Technology Services |
Mutual Fund & Variable Insurance Trust
Mutual Fund & Variable Insurance Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Unified Financial Securities, Inc.
Unified Financial Securities, Inc. Financial ConglomeratesFinance Provides investment services | Finance |
Ultimus Fund Solutions LLC
Ultimus Fund Solutions LLC Investment ManagersFinance Provides fund administration services | Finance |
Valued Advisers Trust
 Valued Advisers Trust Finance/Rental/LeasingFinance Acts as an Umbrella Fund | Finance |
Strategy Shares
Strategy Shares Investment Trusts/Mutual FundsMiscellaneous Exchange Traded Fund | Miscellaneous |
Capitol Series Trust
Capitol Series Trust Investment Trusts/Mutual FundsMiscellaneous Acts as umbrella fund | Miscellaneous |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Unified Fund Services, Inc.
Unified Fund Services, Inc. Financial ConglomeratesFinance Provides fund management services | Finance |
WealthStone Family Office LLC
WealthStone Family Office LLC Investment ManagersFinance WealthStone Advisors formulates investment advice and/or manages client portfolios by using different security analysis including charting; fundamental analysis; technical analysis; cyclical analysis; quantitative analysis; qualitative analysis; mutual fund and/or ETF analysis; and third-party money manager analysis. They rely on financial newspapers, professional journals and other published materials as well as information from their research partners. The firm’s primary approach for client portfolios is recommending investment strategies based upon information relating to using diversified investment styles, multiple assets classes, and multiple investment managers to construct model portfolios that have various risk/return characteristics. | Finance |
Huntington Asset Services
Huntington Asset Services Investment ManagersFinance Provides investment advice | Finance |
Zell Capital
Zell Capital Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
