Jason Born Email & Phone Number
President
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Jason Born Location
- Toledo, OH, US
Jason Born Work
- 2015 -now President @ Stirling Bridge Wealth Partners, LLC
- 2012 -2015 Portfolio Manager and Research Ninja @ Munn Wealth Management / Camelot Portfolios
- 2011 -2012 Senior Portfolio Manager @ Huntington Wealth Advisors
- 2006 -2011 Senior Portfolio Manager @ PNC
- 2000 -2003 Portfolio Manager @ Lorain National Bank
- 1998 -2000 Analyst @ Ruggaard & Associates
Jason Born Education
- Case Western Reserve University - Weatherhead School of Management
MBA (Finance)
1997-1998 - Ashland University
Bachelor of Science (B.S.) (Finance, Accounting)
1995-1997 - Firelands High School
Jason Born Skills
- Equity Valuation
- Small Cap Management
- Value Investing
- Portfolio Management
- Risk Management
- Equities
- Strategy
- Mutual Funds
- Derivatives
- Wealth Management
- Alternative Investments
- Asset Management
- Valuation
- Investments
- Financial Analysis
- Equity Research
- Asset Allocation
- Financial Modeling
- Finance
- Financial Planning
- Planning
Jason Born Summary
- Jason Born, based in Toledo, OH, US, is currently a President at Stirling Bridge Wealth Partners, LLC. Jason Born brings experience from previous roles at Munn Wealth Management / Camelot Portfolios, Huntington Wealth Advisors, PNC and Lorain National Bank. Jason Born holds a 1997 - 1998 MBA in Finance @ Case Western Reserve University - Weatherhead School of Management. With a robust skill set that includes Equity Valuation, Small Cap Management, Value Investing, Portfolio Management, Risk Management and more. Jason Born has 3 emails and 2 mobile phone numbers on RocketReach.
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