Jonathan David Wagner
Keine laufenden Positionen mehr
Profil
Mr. Jonathan D.
Wagner, CFA MBA, is a Portfolio Manager at Bluemont Capital Advisors LLC.
Prior to working at Bluemont Capital Advisors in 2009, he held a similar position at a Charlottesville, VA based investment firm and at Charles Schwab & Co. He received the Chartered Financial Analyst designation from the CFA Institute and is a member of the CFA Society of Washington D.C.
Mr. Wagner holds an B.S.
degree in Accounting from Indiana University and an M.B.A.
from the William E.
Simon Graduate School of Business Administration at the University of Rochester.
Ehemalige bekannte Positionen von Jonathan David Wagner
| Unternehmen | Position | Ende |
|---|---|---|
Old Dominion Capital Management, Inc.
 Old Dominion Capital Management, Inc. Investment ManagersFinance Old Dominion Capital Management, Inc. (ODCM) is a boutique wealth management firm headquartered in Charlottesville, Virginia. It was founded by James Childress and Mark Thomas in 1989. The firm is a subsidiary of Union Bank & Trust and their ultimate parent is Atlantic Union Bankshares Corp. (NASDAQ: AUB). ODCM offers a full suite of financial planning and investment services to a select group of families, trusts, estates, foundations and retirement plans. | Portfolio Manager-Aktien | 31.10.2009 |
Lafarge North America, Inc.
 Lafarge North America, Inc. Construction MaterialsNon-Energy Minerals Lafarge North America, Inc. engages in the manufacture and distribution of construction materials. The firm's products include cement, ready-mixed concrete, gypsum wallboard, aggregates, asphalt, concrete pipes, and blocks. The company was founded in 1983 and is headquartered in Chicago, IL. | Treasurer | 31.12.2003 |
| HP INC. | Corporate Officer/Principal | 31.12.1997 |
| CENTEX CORP SHARES OF COM STK US$0.25 | Comptroller/Controller/Auditor | 31.12.1991 |
Bluemont Capital Advisors LLC
 Bluemont Capital Advisors LLC Investment ManagersFinance Founded in 2008, Bluemont Capital Advisors LLC is a registered investment advisor located in Vienna, Virginia. The firm provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, as well as the solicitation of investment advisory services. | Portfolio Manager-Aktien | - |
Ausbildung von Jonathan David Wagner
| Rochester Christian University | Masters Business Admin |
| Indiana University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| HP INC. | Electronic Technology |
| Private Unternehmen | 4 |
|---|---|
Centex Corp.
 Centex Corp. HomebuildingConsumer Durables Centex Corp. engages in the construction and selling of detached and attached single-family homes. The firm provides designing, mortgage, commerce title and insurance services. The company was founded in 1950 and is headquartered in Dallas, Texas. | Consumer Durables |
Lafarge North America, Inc.
Lafarge North America, Inc. Construction MaterialsNon-Energy Minerals Lafarge North America, Inc. engages in the manufacture and distribution of construction materials. The firm's products include cement, ready-mixed concrete, gypsum wallboard, aggregates, asphalt, concrete pipes, and blocks. The company was founded in 1983 and is headquartered in Chicago, IL. | Non-Energy Minerals |
Old Dominion Capital Management, Inc.
Old Dominion Capital Management, Inc. Investment ManagersFinance Old Dominion Capital Management, Inc. (ODCM) is a boutique wealth management firm headquartered in Charlottesville, Virginia. It was founded by James Childress and Mark Thomas in 1989. The firm is a subsidiary of Union Bank & Trust and their ultimate parent is Atlantic Union Bankshares Corp. (NASDAQ: AUB). ODCM offers a full suite of financial planning and investment services to a select group of families, trusts, estates, foundations and retirement plans. | Finance |
Bluemont Capital Advisors LLC
Bluemont Capital Advisors LLC Investment ManagersFinance Founded in 2008, Bluemont Capital Advisors LLC is a registered investment advisor located in Vienna, Virginia. The firm provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, as well as the solicitation of investment advisory services. | Finance |