Jay Butler

Portfolio Manager-Aktien bei

Wealth Enhancement Advisory Services LLC

Finance

Consumer Services

Profil

Mr. Jonathan W.
Butler, CFA MBA, is a Senior Vice President & Financial Advisor at Wealth Enhancement Advisory Services LLC.
Since 1999, his research focus has been on technology and communications companies.
His client service focus remains on building customized portfolios for high-net-worth individuals and families.
Mr. Butler joined Wealth Enhancement Group as a Senior Vice President, Financial Advisor in 2022 through the acquisition of BTR Capital Management, of which he was a Principal, after serving there as a portfolio manager, technology analyst, and Director of Research.
He began his career with Price Waterhouse in New York, working as an Auditor.
He then transferred to Zurich, Switzerland where he worked on a due diligence assignment assessing the value of a small investment management practice.
This experience led to his interest in a career in investing.
He moved back to New York and, in 1999, became a manager of high-net-worth portfolios at U.S.
Trust.
He received his BA in History degree from Cornell University and an MBA from The Leonard N Stern School of Business.

Aktive Positionen von Jay Butler

Unternehmen	Position	Beginn
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities.	Portfolio Manager-Aktien	01.11.2022

Alle aktiven Positionen von Jay Butler

Ehemalige bekannte Positionen von Jay Butler

Unternehmen	Position	Ende
BTR Capital Management, Inc. BTR Capital Management, Inc. Investment ManagersFinance BTR is an active, long-term investor that manages equities, balanced and fixed income accounts. Their investment style is conservative and value-based, for both equity and fixed income investing. The firm’s investment decision-making process begins with asset allocation, which flows directly from their clients’ individually prepared Guidelines and Objectives statements.	Direktor der Forschung - Eigenkapital	01.11.2022

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Private Unternehmen	4
BTR Capital Management, Inc. BTR Capital Management, Inc. Investment ManagersFinance BTR is an active, long-term investor that manages equities, balanced and fixed income accounts. Their investment style is conservative and value-based, for both equity and fixed income investing. The firm’s investment decision-making process begins with asset allocation, which flows directly from their clients’ individually prepared Guidelines and Objectives statements.	Finance
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities.	Finance
The Leonard N Stern School of Business The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services