Jared William Noland
Analyst-Equity bij Litman Gregory Wealth Management LLC
Profiel
Mr. Jared W.
Noland, CFA MBA, is a Vice President of Portfolio Trading & Analytics at Litman Gregory Wealth Management LLC.
He joined the firm in 2015 and provides financial and portfolio analysis for our clients as part of the investment advisory team.
Prior to joining Litman Gregory, Mr. Noland served as Associate Portfolio Manager with Fan Asset Management, LLC where he spent ten years providing equity analysis and assisting with portfolio management.
Mr. Noland is a graduate of California Polytechnic State University, San Luis Obispo (BS – Business Administration), and the University of San Francisco (MBA – Finance & International Business).
He is a member of the CFA Institute and has earned the right to use the Chartered Financial Analyst designation and is also a Certified Financial Planner.
Actieve functies van Jared William Noland
Bedrijven | Functie | Begin |
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Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Analyst-Equity | 01-01-2015 |
Eerdere bekende functies van Jared William Noland
Bedrijven | Functie | Einde |
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Fan Asset Management LLC
Fan Asset Management LLC Investment ManagersFinance Founded by Stephen Fan in 1996, Fan Asset Management LLC is a registered investment advisor located in Santa Clara, California. | Portefeuillebeheerder-Aandelen | 01-06-2015 |
Opleiding van Jared William Noland
California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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Fan Asset Management LLC
Fan Asset Management LLC Investment ManagersFinance Founded by Stephen Fan in 1996, Fan Asset Management LLC is a registered investment advisor located in Santa Clara, California. | Finance |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |