Jonathan Orseck
Gründer bei volScout LLC
Aktive Positionen von Jonathan Orseck
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
volScout LLC
volScout LLC Investment ManagersFinance Part of Franklin Resources, Inc., volScout LLC is a company that provides wealth management services. The company is based in Westport, CT. volScout was acquired by Franklin Resources, Inc. on May 02, 2023. The company was founded by Bradley Scott Berggren, Jonathan Orseck. | Gründer | 01.01.2021 | - |
Corporate Officer/Principal | 01.01.2021 | - | |
Franklin Managed Options Strategies LLC
Franklin Managed Options Strategies LLC Investment ManagersFinance Part of Franklin Resources, Inc., Franklin Managed Options Strategies LLC is a company that provides investment advice. The company is based in Westport, CT. Founded in 2023. | Chief Investment Officer | 01.05.2023 | - |
Leiter des Privatbankwesens | 01.05.2023 | - |
Karriereverlauf von Jonathan Orseck
Ehemalige bekannte Positionen von Jonathan Orseck
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | 01.01.1993 | 01.01.1996 |
ROYAL BANK OF CANADA | Direktor/Vorstandsmitglied | 01.01.1993 | 01.01.1996 |
EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND | Corporate Officer/Principal | 12.07.2010 | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - | - |
Banc of America Investment Advisors, Inc. | Corporate Officer/Principal | - | - |
Ausbildung von Jonathan Orseck
University of Pennsylvania | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 9 |
Kanada | 2 |
Operativ
Corporate Officer/Principal | 5 |
Director/Board Member | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 7 |
Consumer Services | 3 |
Miscellaneous | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
ROYAL BANK OF CANADA | Finance |
Private Unternehmen | 6 |
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Eaton Vance Tax-Managed Buy-Write Strategy Fund
Eaton Vance Tax-Managed Buy-Write Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Advantaged Bond & Option Strategies Fund is a closed-end investment fund. The Fund's investment objective is to provide tax-advantaged current income and gains. The company was founded in 2005 and is headquartered in Boston, MA. | Miscellaneous |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Banc of America Investment Advisors, Inc. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
volScout LLC
volScout LLC Investment ManagersFinance Part of Franklin Resources, Inc., volScout LLC is a company that provides wealth management services. The company is based in Westport, CT. volScout was acquired by Franklin Resources, Inc. on May 02, 2023. The company was founded by Bradley Scott Berggren, Jonathan Orseck. | Finance |
Franklin Managed Options Strategies LLC
Franklin Managed Options Strategies LLC Investment ManagersFinance Part of Franklin Resources, Inc., Franklin Managed Options Strategies LLC is a company that provides investment advice. The company is based in Westport, CT. Founded in 2023. | Finance |
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