Jonathan Waite
Analyst-Equity bei Frost Investment Advisors LLC
Profil
Mr. Jonathan M.
Waite is a Fund Co-Manager & Senior Research Analyst at Frost Investment Advisors LLC.
He joined Frost Investment Advisors, LLC in February 2017 as a Senior Equity Research Analyst.
He brings over 22 years of investment experience.
Prior to joining the Adviser, Mr. Waite was a Senior Equity Analyst at Hirzel Capital Management, LLC, a $1.3 billion investment fund based in Dallas.
Prior to Hirzel, he co-founded McKay Capital Management, LLC, which managed a long-short equity fund for individual investors and institutions.
Previously, he was an analyst at KeyBanc Capital Markets and two time winner of the Wall Street Journal’s Best on the Street in stock picking.
He earned a Bachelor of Science degree in Accounting and graduated from Brigham Young University.
He holds Chartered Financial Analyst designation.
Aktive Positionen von Jonathan Waite
| Unternehmen | Position | Beginn |
|---|---|---|
Frost Investment Advisors LLC
 Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Analyst-Equity | 01.02.2017 |
Ehemalige bekannte Positionen von Jonathan Waite
| Unternehmen | Position | Ende |
|---|---|---|
Hirzel Capital Management LLC
 Hirzel Capital Management LLC Investment ManagersFinance Founded by Zac Hirzel in 2008, Hirzel Capital Management LLC is a registered investment advisor and hedge fund manager located in Dallas, Texas. | Analyst-Equity | 01.02.2016 |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Analyst-Equity | - |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | 01.01.2000 |
McDonald Investments, Inc.
 McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Corporate Officer/Principal | - |
Precipio Research LLC
 Precipio Research LLC Investment Banks/BrokersFinance Founded in 2009, Precipio Research LLC is a research firm located in Henderson, Nevada. The firm provides equity research for institutional investors. They focus on the consumer services sector | Gründer | - |
Ausbildung von Jonathan Waite
| Brigham Young University | 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 | 8 |
|---|---|
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Finance |
McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Finance |
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Vortex Partners LP
 Vortex Partners LP Investment ManagersFinance Vortex Partners LP (Vortex Partners) was founded in 1999 by Chris O’Neill and Darren Blanton. The firm is headquartered in Texas. | Finance |
McKay Capital Management LLC
 McKay Capital Management LLC Investment ManagersFinance McKay Capital Management LLC provides investment advice. The company was founded by Jonathan Waite in 2006 and is headquartered in Henderson, NV. | Finance |
Precipio Research LLC
Precipio Research LLC Investment Banks/BrokersFinance Founded in 2009, Precipio Research LLC is a research firm located in Henderson, Nevada. The firm provides equity research for institutional investors. They focus on the consumer services sector | Finance |
Hirzel Capital Management LLC
Hirzel Capital Management LLC Investment ManagersFinance Founded by Zac Hirzel in 2008, Hirzel Capital Management LLC is a registered investment advisor and hedge fund manager located in Dallas, Texas. | Finance |