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Jason Thomas Connolly
Chief Investment Officer bei Sugarloaf Wealth Management LLC
Profil
Mr. Jason T.
Connolly is a Managing Principal at Sugarloaf Wealth Management LLC.
He has been in the financial services industry for over 25 years.
Throughout his career, he has helped clients navigate both extreme bull and bear markets.
His extensive experience includes estate planning and settlement, retirement income planning, estate and wealth transfer planning, and more.
Mr. Connolly has been a board member for the Furman Alumni Giving Council and served on the professional advisory board for The Community Foundation of Northeast Georgia.
He received his undergraduate degree from Furman University.
He has also completed Oglethorpe University’s Certified Financial Planner Certificate Educational Program and earned his Accredited Investment Fiduciary designation from the Center for Fiduciary Studies at the University of Pittsburgh’s Katz Graduate School of Business.
He is also a member of the Georgia Chapter of the Financial Planning Association.
Aktive Positionen von Jason Thomas Connolly
Unternehmen | Position | Beginn |
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Sugarloaf Wealth Management LLC
![]() Sugarloaf Wealth Management LLC Investment ManagersFinance Sugarloaf Wealth Management LLC (SWM) is an independent registered investment advisor headquartered in Duluth, Georgia. Founded in 2003, SWM provides financial planning and portfolio management services to individual clients as well as trusts, estates, charitable organizations, small business owners, retirement plan sponsors and other entities. | Chief Investment Officer | 01.10.2003 |
Ausbildung von Jason Thomas Connolly
Furman University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Sugarloaf Wealth Management LLC
![]() Sugarloaf Wealth Management LLC Investment ManagersFinance Sugarloaf Wealth Management LLC (SWM) is an independent registered investment advisor headquartered in Duluth, Georgia. Founded in 2003, SWM provides financial planning and portfolio management services to individual clients as well as trusts, estates, charitable organizations, small business owners, retirement plan sponsors and other entities. | Finance |