John Preston Email & Phone Number
Portfolio Manager @ WealthEdge® Advisors
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John Preston Location
- New York, NY, US
John Preston Work
- Portfolio Manager @ (June 2024 - Present)
- Principal, Portfolio Manager @ (January 2018 - July 2024)
- Sr. Vice President @ Beech Hill Advisors (June 2007 - January 2018)
- Managing Director and Principal and Portfolio Manager @ Analytic Asset Management (February 2004 - June 2007)
John Preston Education
- University of Vermont
English Literature (English)
1975-1977 - Colorado State University
Teacher Certification (English & )
1971-1972 - Hobart and William Smith Colleges
Bachelor of Arts (American Studies)
1967-1971 - Kimball Union Academy
College Prep (General)
1966-1967
John Preston Skills
- Hedge Funds
- Asset Management
- Investments
- Equities
- Series 7
- Fixed Income
- Securities
- Mutual Funds
- Portfolio Management
- Wealth Management
- Investment Management
- Series 63
- Structured Finance
- Due Diligence
- Valuation
- Strategic Planning
- Asset Allocation
- Investment Strategies
- Financial Services
- Operations
- Real Estate
John Preston Summary
- John Preston, based in New York, NY, US, is currently a Portfolio Manager at WealthEdge® Advisors. John Preston brings experience from previous roles at Watts Capital, Beech Hill Advisors and Analytic Asset Management. John Preston holds a 1975 - 1977 English Literature in English @ University of Vermont. With a robust skill set that includes Hedge Funds, Asset Management, Investments, Equities, Series 7 and more. John Preston has 1 emails and 1 mobile phone numbers on RocketReach.
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