Jason William Haley
Chief Investment Officer bei ALM First Financial Advisors LLC
Profil
Mr. Jason W.
Haley is a Chief Investment Officer at ALM First Financial Advisors LLC.
Mr. Haley oversees ALM First’s Investment Management Group and is responsible for leading the investment process and investment theme development process for the firm, including management of ALM First’s model portfolio strategies.
He has more than 17 years of investment industry experience.
Prior to joining ALM First, Mr. Haley worked for Cantor Fitzgerald LP.
He received his undergraduate degree and an MBA from the University of Mississippi.
Aktive Positionen von Jason William Haley
Unternehmen | Position | Beginn |
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ALM First Financial Advisors LLC
ALM First Financial Advisors LLC Investment ManagersFinance ALM First Financial Advisors LLC (ALM First) is a SEC-registered investment adviser and hedge fund management firm headquartered in Dallas, Texas. The firm was founded in 1995 and they are wholly-owned by ALM First Group LLC. ALM First provides financial advisory services for credit union clients. | Chief Investment Officer | 01.12.2019 |
Ehemalige bekannte Positionen von Jason William Haley
Unternehmen | Position | Ende |
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Cantor Fitzgerald Investment Advisors LP
Cantor Fitzgerald Investment Advisors LP Investment ManagersFinance Cantor Fitzgerald Investment Advisors LP (CFIA) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors Holdings LLC, itself a subsidiary of Cantor Fitzgerald LP. CFIA provides investment management and advisory services to individuals, retirement plans, charitable foundations, private funds, mutual funds, and corporations. | Corporate Officer/Principal | 01.03.2008 |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | 01.12.2005 |
Ausbildung von Jason William Haley
University of Mississippi | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
ALM First Financial Advisors LLC
ALM First Financial Advisors LLC Investment ManagersFinance ALM First Financial Advisors LLC (ALM First) is a SEC-registered investment adviser and hedge fund management firm headquartered in Dallas, Texas. The firm was founded in 1995 and they are wholly-owned by ALM First Group LLC. ALM First provides financial advisory services for credit union clients. | Finance |
Cantor Fitzgerald Investment Advisors LP
Cantor Fitzgerald Investment Advisors LP Investment ManagersFinance Cantor Fitzgerald Investment Advisors LP (CFIA) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors Holdings LLC, itself a subsidiary of Cantor Fitzgerald LP. CFIA provides investment management and advisory services to individuals, retirement plans, charitable foundations, private funds, mutual funds, and corporations. | Finance |