R. Jeffrey Young
Vorstandsvorsitzender bei Mutual Fund & Variable Insurance Trust
Profil
R.
Jeffrey Young is currently the Chief Executive Officer at Mutual Fund & Variable Insurance Trust, Valued Advisers Trust, Strategy Shares, and Chairman at Capitol Series Trust.
He is also the Senior Vice President-Relationship Management at Unified Fund Services, Inc. and an Independent Trustee at Zell Capital.
In the past, he held positions such as Vice President & Director-Relationship Management at Ultimus Fund Solutions LLC, Managing Director & Chief Operating Officer at WealthStone Family Office LLC, Senior Vice President at The BISYS Group, Inc., President at Unified Financial Securities, Inc., and President at Huntington Asset Services.
Mr. Young obtained his undergraduate degree and MBA from The Ohio University.
Aktive Positionen von R. Jeffrey Young
Unternehmen | Position | Beginn |
---|---|---|
Unified Fund Services, Inc.
Unified Fund Services, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Fund Services, Inc. is a company that provides fund management services. The company is based in Indianapolis, IN. Unified Fund Services was acquired by Huntington Bancshares, Inc. from Unified Financial Services, Inc. on December 31, 2006. | Corporate Officer/Principal | 09.04.2010 |
Capitol Series Trust
Capitol Series Trust Investment Trusts/Mutual FundsMiscellaneous Capitol Series Trust operates as a open- end investment fund/investment trust. It is authorized to issue an unlimited number of shares of beneficial interest with no par value. The company currently offers Shares of the Meritage Growth Equity Fund, the Meritage Value Equity Fund, and the Meritage Yield-Focus Equity Fund. It currently offers two classes of shares, Institutional Shares and Investor Shares. The company's investment adviser is Meritage Portfolio Management, Inc. The investment objective of the company is to seek growth of capital. Income is a secondary objective for the company. It invests primarily in equity securities of domestic companies. The company was founded on September 18, 2013 and is headquartered in Indianapolis, IN. | Vorsitzender | 18.09.2013 |
Mutual Fund & Variable Insurance Trust | Vorstandsvorsitzender | 01.02.2010 |
Strategy Shares | Vorstandsvorsitzender | 01.11.2010 |
Valued Advisers Trust | Vorstandsvorsitzender | 01.08.2008 |
Zell Capital
Zell Capital Investment Trusts/Mutual FundsMiscellaneous Zell Capital operates as a closed-end management investment company. The company’s investment objective is to maximize its portfolio’s long-term total return, principally by seeking capital gains on its equity investments and secondarily through ordinary income from debt and debt-like investments. It invests principally in equity securities, including common equity and preferred equity, and to a lesser extent in alternative financing strategies such as convertible debt and preferred shares in connection with revenue sharing agreements. The company was founded by William L. Zell on June 26, 2020 and is headquartered in Columbus, OH. | Direktor/Vorstandsmitglied | 01.01.2020 |
Ehemalige bekannte Positionen von R. Jeffrey Young
Unternehmen | Position | Ende |
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WealthStone Family Office LLC
WealthStone Family Office LLC Investment ManagersFinance WealthStone Family Office LLC (does business as WealthStone Advisors) is a registered investment adviser and wealth management firm founded in 1977. The firm is a direct subsidiary of WealthStone Holdings, Inc. Headquartered in Columbus, Ohio, WealthStone Advisors provides investment advisory services to individuals (other than high-net worth individuals); high-net worth individuals; businesses; charitable organizations; pension and profit-sharing plans (other than plan participants); and corporations, trusts, or other businesses. | Geschäftsführer | 31.12.2009 |
Unified Financial Securities, Inc.
Unified Financial Securities, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Financial Securities, Inc. provides investment services. The company is based in Indianapolis, IN. | Präsident | - |
Huntington Asset Services
Huntington Asset Services Investment ManagersFinance Part of Huntington Bancshares, Inc., Huntington Asset Services provides investment advice. The company is based in Indianapolis, IN. | Präsident | - |
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Ausbildung von R. Jeffrey Young
The Ohio University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 11 |
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Unified Fund Services, Inc.
Unified Fund Services, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Fund Services, Inc. is a company that provides fund management services. The company is based in Indianapolis, IN. Unified Fund Services was acquired by Huntington Bancshares, Inc. from Unified Financial Services, Inc. on December 31, 2006. | Finance |
WealthStone Family Office LLC
WealthStone Family Office LLC Investment ManagersFinance WealthStone Family Office LLC (does business as WealthStone Advisors) is a registered investment adviser and wealth management firm founded in 1977. The firm is a direct subsidiary of WealthStone Holdings, Inc. Headquartered in Columbus, Ohio, WealthStone Advisors provides investment advisory services to individuals (other than high-net worth individuals); high-net worth individuals; businesses; charitable organizations; pension and profit-sharing plans (other than plan participants); and corporations, trusts, or other businesses. | Finance |
The BISYS Group, Inc.
The BISYS Group, Inc. Data Processing ServicesTechnology Services The BISYS Group, Inc. provides data technology outsourcing services to financial institutions and corporate clients in the US, Western Europe, Bermuda, and the Cayman Islands. It operates through three units: Investment, Insurance & Education, and Information Services. The firm's customers include commercial banks, investment counselors, insurance companies, thrift institutions, and mutual, hedge and private equity funds. The company is located in New York, NY. | Technology Services |
Capitol Series Trust
Capitol Series Trust Investment Trusts/Mutual FundsMiscellaneous Capitol Series Trust operates as a open- end investment fund/investment trust. It is authorized to issue an unlimited number of shares of beneficial interest with no par value. The company currently offers Shares of the Meritage Growth Equity Fund, the Meritage Value Equity Fund, and the Meritage Yield-Focus Equity Fund. It currently offers two classes of shares, Institutional Shares and Investor Shares. The company's investment adviser is Meritage Portfolio Management, Inc. The investment objective of the company is to seek growth of capital. Income is a secondary objective for the company. It invests primarily in equity securities of domestic companies. The company was founded on September 18, 2013 and is headquartered in Indianapolis, IN. | Miscellaneous |
Mutual Fund & Variable Insurance Trust | Miscellaneous |
Strategy Shares | Miscellaneous |
Valued Advisers Trust | Miscellaneous |
Zell Capital
Zell Capital Investment Trusts/Mutual FundsMiscellaneous Zell Capital operates as a closed-end management investment company. The company’s investment objective is to maximize its portfolio’s long-term total return, principally by seeking capital gains on its equity investments and secondarily through ordinary income from debt and debt-like investments. It invests principally in equity securities, including common equity and preferred equity, and to a lesser extent in alternative financing strategies such as convertible debt and preferred shares in connection with revenue sharing agreements. The company was founded by William L. Zell on June 26, 2020 and is headquartered in Columbus, OH. | Miscellaneous |
Ultimus Fund Solutions LLC
Ultimus Fund Solutions LLC Investment ManagersFinance Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014. | Finance |
Huntington Asset Services
Huntington Asset Services Investment ManagersFinance Part of Huntington Bancshares, Inc., Huntington Asset Services provides investment advice. The company is based in Indianapolis, IN. | Finance |
Unified Financial Securities, Inc.
Unified Financial Securities, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Financial Securities, Inc. provides investment services. The company is based in Indianapolis, IN. | Finance |