Jason Thomas Connolly

Chief Investment Officer bei Sugarloaf Wealth Management LLC

Finance

Consumer Services

Aktive Positionen von Jason Thomas Connolly

Unternehmen	Position	Beginn	Ende
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	-
	Portfolio Manager-Aktien	01.10.2003	-
	Portfolio Manager-Fixed Income	01.10.2003	-

Furman University

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Chief Investment Officer	1
Portfolio Manager-Equities	1
Portfolio Manager-Fixed Income	1

Sektoral

Finance	2
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	1
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

Private Unternehmen

Finance