Co-Founder, President @ (April 2022 - October 2026)
Founder @ Proxy Match (January 2020 - April 2022)
CEO @ (April 2001 - May 2015)
Board of Governors @ (June 2008 - April 2015)
Board of Directors @ (May 2002 - April 2015)
CEO @ (April 2001 - October 2010)
President @ Sierra Club Mutual Funds (November 2002 - December 2009)
Director @ (November 2004 - March 2009)
Executive Director - PWM @ (January 2000 - March 2001)
SVP, Director of Business Delivery @ (January 1999 - January 2000)
EVP @ (April 1998 - July 1999)
Vice President, ICS @ Dean Witter Reynolds (January 1992 - April 1998)
Wholesaler @ (January 1989 - January 1991)
FC @ (January 1989 - January 1990)
student @ (January 1981 - January 1987)
J. Reid Education
Menlo College
BS (Finance)
1981-1987
Choate Rosemary Hall
High School Diploma (n/a)
1977-1980
J. Reid Skills
Innovation Development
Business Strategy
Strategic Planning
Executive Management
Impact Investing
Creative Problem Solving
Networking
Business Transformation
Mutual Funds
Alternative Investments
Strategy
Asset Allocation
Investments
Hedge Funds
Investment Strategies
Equities
Investment Management
Asset Managment
Wealth Management
Asset Management
Financial Services
Services
Customer Service
Management
Public Speaking
Microsoft Excel
Financial Advisory
Portfolio Management
Investment Advisory
Private Equity
Capital Markets
Emerging Markets
Finance
Investment Banking
Due Diligence
Financial Modeling
Financial Markets
Product Development
Analytics
Consulting
Regulatory Affairs
Business Development
Leadership
Team Leadership
Strategic Partnerships
ETFs
FinTech
Deal Sourcing
Family Office
Liquidity Management
Portfolio Optimization
Manager Selection
Partner Development
Expert relationship builder
Series 7
J. Reid Summary
J. Reid, based in Alpine, WY, US, is currently a Independent Director at Caliber Hospitality Trust. J. Reid brings experience from previous roles at Caliber, Power of Policy, rPartners and ARISTA GROUP Family Office. J. Reid holds a 1981 - 1987 BS in Finance @ Menlo College. With a robust skill set that includes Innovation Development, Business Strategy, Strategic Planning, Executive Management, Impact Investing and more. J. Reid has 2 emails and 4 mobile phone numbers on RocketReach.
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