Jason Bear
Algemeen Directeur bij Compass Wealth Management LLC (Connecticut)
Profiel
Mr. Jason W.
Bear, CFA, is a President at Compass Wealth Management LLC (Connecticut).
Mr. Bear worked for The Royal Bank of Scotland and Mizuho Securities USA on the Debt Capital Markets team.
He is a University of Michigan graduate with a B.A.
in economics and US history.
Actieve functies van Jason Bear
| Bedrijven | Functie | Begin |
|---|---|---|
Compass Wealth Management LLC (Connecticut)
 Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass Wealth Management LLC (Compass) is an independent, SEC-registered investment advisor headquartered in Guilford, Connecticut. The firm was founded in 1997 by William Matthes and Carolyn Matthes. Compass provides investment advisory services that include listed and over-the-counter securities, corporate, municipal and government bonds such as agencies, mortgaged backed securities, certificates of deposit and exchange traded/index funds to individuals, pension and profit-sharing plans, or charitable organizations. | Algemeen Directeur | 01-10-2015 |
Opleiding van Jason Bear
| University of Michigan | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 1 |
|---|---|
Compass Wealth Management LLC (Connecticut)
Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass Wealth Management LLC (Compass) is an independent, SEC-registered investment advisor headquartered in Guilford, Connecticut. The firm was founded in 1997 by William Matthes and Carolyn Matthes. Compass provides investment advisory services that include listed and over-the-counter securities, corporate, municipal and government bonds such as agencies, mortgaged backed securities, certificates of deposit and exchange traded/index funds to individuals, pension and profit-sharing plans, or charitable organizations. | Finance |
