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
- 2023 -now Senior Vice President, Investments @
- 2019 -2023 First Vice President, Investments @
- 2014 -2019 Vice President, Investments @
- 2007 -2014 Financial Advisor @
- 2006 -2006 Intern @
Jason Capone Education
- University of Dayton
Bachelor of Science (Finance)
2003-2007
Jason Capone Skills
- Series 7
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Investments
- Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Equities
- Asset Managment
- Fixed Income
- Estate Planning
- Securities
- Insurance
- Managed Money
- 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 Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Investments and more. Jason Capone has 2 emails and 2 mobile phone numbers on RocketReach.
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