Profil
Mr. Jonathan E.
Steele, CFA, is a Managing Partner at One Wealth Advisors LLC.
He is on the Board of Directors at Vanguard Music & Performing Arts.
As Chief Investment Officer, he leads the investment research and portfolio management initiatives at One Wealth Advisors.
His expertise includes portfolio theory, tactical and strategic asset allocation, and behavioral finance.
He serves on the board of Vanguard Music and Performing Arts.
He received his undergraduate degree from Temple University (Pennsylvania).
A Chartered Financial Analyst and a member of the CFA Institute.
Aktive Positionen von Jonathan Edward Steele
| Unternehmen | Position | Beginn |
|---|---|---|
One Wealth Advisors LLC
 One Wealth Advisors LLC Investment ManagersFinance One Wealth Advisors LLC is a private company based in San Francisco, CA. One Wealth Advisors is dedicated to helping clients identify and achieve their goals by providing simple, tailored wealth management solutions that consider all aspects of their lives at any given moment. One Wealth Advisors LLC was founded in 2015 by David Gerald Steele and Jonathan Edward Steele. David Gerald Steele has been the CEO since 2015. | Gründer | 01.09.2015 |
Vanguard Music & Performing Arts
 Vanguard Music & Performing Arts Movies/EntertainmentConsumer Services Vanguard Music & Performing Arts inspires communities and enrich lives by increasing opportunities for participation, education and excellence in the performing arts. The company was founded in 1967 and is headquartered in Santa Clara, CA. | Direktor/Vorstandsmitglied | - |
Ausbildung von Jonathan Edward Steele
| Temple University (Pennsylvania) | 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 | 2 |
|---|---|
One Wealth Advisors LLC
One Wealth Advisors LLC Investment ManagersFinance One Wealth Advisors LLC is a private company based in San Francisco, CA. One Wealth Advisors is dedicated to helping clients identify and achieve their goals by providing simple, tailored wealth management solutions that consider all aspects of their lives at any given moment. One Wealth Advisors LLC was founded in 2015 by David Gerald Steele and Jonathan Edward Steele. David Gerald Steele has been the CEO since 2015. | Finance |
Vanguard Music & Performing Arts
Vanguard Music & Performing Arts Movies/EntertainmentConsumer Services Vanguard Music & Performing Arts inspires communities and enrich lives by increasing opportunities for participation, education and excellence in the performing arts. The company was founded in 1967 and is headquartered in Santa Clara, CA. | Consumer Services |
