Jason Capone Email & Phone Number
Senior Vice President, Investments @ Wintrust Wealth Management
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Jason Capone Location
- Chicago, IL, US
Jason Capone Work
- Senior Vice President, Investments @ (January 2023 - Present)
- First Vice President, Investments @ (June 2019 - January 2023)
- Vice President, Investments @ (January 2014 - June 2019)
- Financial Advisor @ (July 2007 - January 2014)
- Intern @ (January 2006 - January 2006)
Jason Capone Education
- University of Dayton
Bachelor of Science (Finance)
2003-2007
Jason Capone Skills
- Asset Allocation
- Asset Managment
- Equities
- Estate Planning
- Fixed Income
- Insurance
- Investments
- Managed Money
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Securities
- Series 7
- Strategic Financial Planning
- Wealth Management
- Strategy
- Management
- Microsoft Word
- Strategic Financial
- Pead
- Pvc E Cobre
Jason Capone Summary
- Jason Capone, based in Chicago, IL, US, is currently a Senior Vice President, Investments at Wintrust Wealth Management. Jason Capone brings experience from previous roles at Wintrust Wealth Management and UBS Wealth Management. Jason Capone holds a 2003 - 2007 Bachelor of Science in Finance @ University of Dayton. With a robust skill set that includes Asset Allocation, Asset Managment, Equities, Estate Planning, Fixed Income and more. Jason Capone has 3 emails and 2 mobile phone numbers on RocketReach.
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