Dan Johnedis
Vorstandsvorsitzender bei Cratus Capital LLC
Profil
Mr. Daniel J.
Johnedis is a President & Chief Investment Officer at Cratus Capital LLC.
He oversees the business and the investment process, leads the Cratus team and manages the client relationships.
He has over 30 years of experience in institutional and individual portfolio management, investment research and client service.
Mr. Johnedis was previously employed as a Chief Investment Officer by Strategic Wealth Partners Ltd.
and a Vice President by Wilshire Associates, Inc.
He received his undergraduate degree from Boston College and an MBA from The College of William & Mary.
He is a CFA charterholder.
Aktive Positionen von Dan Johnedis
| Unternehmen | Position | Beginn |
|---|---|---|
Cratus Capital LLC
 Cratus Capital LLC Investment ManagersFinance Cratus Capital LLC is an independent, SEC-registered investment advisor headquartered in Punta Gorda, Florida. The firm was founded in 2008 and offers a customized approach to investment management and financial planning for individuals and small business owners. | Vorstandsvorsitzender | 01.01.2008 |
Ehemalige bekannte Positionen von Dan Johnedis
| Unternehmen | Position | Ende |
|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Portfolio Manager-Aktien | 01.08.2005 |
Strategic Wealth Partners Ltd.
 Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | Chief Investment Officer | - |
Ausbildung von Dan Johnedis
| Boston College | Undergraduate Degree |
| The College of William & Mary | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
Strategic Wealth Partners Ltd.
Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | Finance |
Cratus Capital LLC
Cratus Capital LLC Investment ManagersFinance Cratus Capital LLC is an independent, SEC-registered investment advisor headquartered in Punta Gorda, Florida. The firm was founded in 2008 and offers a customized approach to investment management and financial planning for individuals and small business owners. | Finance |
