Jason Foster
Mitglied des Investmentausschusses bei Old Port Advisors, Inc.
Profil
Mr. Jason E.
Foster is a Vice President & Senior Wealth Advisor at Old Port Advisors, Inc. He joined Old Port Advisors in 2012.
He works with both individuals and retirement plans and is a member of the firm’s Investment Policy Committee.
Mr. Foster began his investment career at the regional firm of Legg Mason Wood Walker (now Morgan Stanley Smith Barney) as a financial advisor in 1998, where he most recently held the title of Associate Vice President/ Financial Advisor, immediately prior to joining Old Port Advisors.
He has served on the University of Maine Farmington Advisory Board and is a past volunteer and educator with the Junior Achievement program.
Aktive Positionen von Jason Foster
| Unternehmen | Position | Beginn |
|---|---|---|
Old Port Advisors, Inc.
 Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Mitglied des Investmentausschusses | 01.01.2012 |
Ausbildung von Jason Foster
| University of Maine | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Finance |
