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Joshua Aaron Olds
Portfolio Manager-Aktien bei New Potomac Partners LLC
Aktive Positionen von Joshua Aaron Olds
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
New Potomac Partners LLC
![]() New Potomac Partners LLC Investment ManagersFinance New Potomac Partners LLC is a financial services company based in North Bethesda, MD. The private company offers portfolio management, financial planning, and financial consultation services to their clients. The company prides itself on providing a high level of service to their clients, including access to portfolio managers, customized client reporting, and advanced technology capabilities. The company also has a client learning center to educate their clients on financial matters. The company emphasizes the importance of an educated client and offers information on retirement, investment, estate, insurance, tax, and lifestyle topics. The company was founded in 2014 by David Lawrence Straus. | Portfolio Manager-Aktien | 01.12.2014 | - |
Karriereverlauf von Joshua Aaron Olds
Ehemalige bekannte Positionen von Joshua Aaron Olds
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Johnston Lemon Asset Management, Inc.
![]() Johnston Lemon Asset Management, Inc. Investment ManagersFinance Founded in 1995, Johnston Lemon Asset Management, Inc. is a registered investment advisor located in Washington, DC. The firm is a wholly owned subsidiary of Johnston, Lemon & Co., Inc. They provide independent advisory services to institutional and private clients. | Portfolio Manager-Aktien | 01.12.2005 | 01.12.2014 |
Portfolio Manager-Fixed Income | 01.12.2005 | 01.12.2014 | |
The Jewish Federation of Greater Washington, Inc.
![]() The Jewish Federation of Greater Washington, Inc. Miscellaneous Commercial ServicesCommercial Services The Jewish Federation of Greater Washington, Inc. operates as a foundation serving Jewish households. It offers services in education, populations, overseas, emergency response, inclusion and Jewish identity. The company was founded in 2010 North Bethesda, MD. | Direktor/Vorstandsmitglied | 16.05.2011 | - |
Ausbildung von Joshua Aaron Olds
University of Pennsylvania | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 1 |
Director/Board Member | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Commercial Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
Johnston Lemon Asset Management, Inc.
![]() Johnston Lemon Asset Management, Inc. Investment ManagersFinance Founded in 1995, Johnston Lemon Asset Management, Inc. is a registered investment advisor located in Washington, DC. The firm is a wholly owned subsidiary of Johnston, Lemon & Co., Inc. They provide independent advisory services to institutional and private clients. | Finance |
The Jewish Federation of Greater Washington, Inc.
![]() The Jewish Federation of Greater Washington, Inc. Miscellaneous Commercial ServicesCommercial Services The Jewish Federation of Greater Washington, Inc. operates as a foundation serving Jewish households. It offers services in education, populations, overseas, emergency response, inclusion and Jewish identity. The company was founded in 2010 North Bethesda, MD. | Commercial Services |
New Potomac Partners LLC
![]() New Potomac Partners LLC Investment ManagersFinance New Potomac Partners LLC is a financial services company based in North Bethesda, MD. The private company offers portfolio management, financial planning, and financial consultation services to their clients. The company prides itself on providing a high level of service to their clients, including access to portfolio managers, customized client reporting, and advanced technology capabilities. The company also has a client learning center to educate their clients on financial matters. The company emphasizes the importance of an educated client and offers information on retirement, investment, estate, insurance, tax, and lifestyle topics. The company was founded in 2014 by David Lawrence Straus. | Finance |
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