Jonathan McAdams Email & Phone Number
Chief Investment Officer @ Foster Victor Wealth Advisors
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Jonathan McAdams Location
- South Carolina, United States
Jonathan McAdams Work
- 2024 -now Chief Investment Officer @
- 2021 -2024 Investment Manager @
- 2015 -2021 Sr. Portfolio Manager @
- 2008 -2014 Principal and Portfolio Manager @ Mission Capital Management, LLC
- 2008 -2011 Managing Director and Portfolio Manager @ Alloy Capital Management, LLC
- 2003 -2008 Senior Analyst @ Jetstream Capital
- 2000 -2003 Equity Analyst @
- 1996 -1999 Private Bank Analyst @
- 1995 -1996 Financial Services Representative @
- 1994 -1995 Financial Consultant @
Jonathan McAdams Education
- Rice University - Jesse H. Jones Graduate School of Management
MBA (Investments)
1999-2001 - Texas A&M University
BBA (Finance)
1990-1994
Jonathan McAdams Skills
- Investments
- Alternative Investments
- Equity Research
- Financial Services
- Asset Allocation
- Mutual Funds
- Fixed Income
- Investment Advisory
- Hedge Funds
- Marketing
- Microsoft Office
- Investment Strategies
- Asset Managment
- Portfolio Management
- Derivatives
- Equities
- Financial Analysis
- Valuation
- Investment Management
- Bloomberg
- Financial Modeling
- Finance
- Wealth Management
- Private Equity
- Business Analysis
Jonathan McAdams Summary
- Jonathan McAdams, based in South Carolina, United States, is currently a Chief Investment Officer at Foster Victor Wealth Advisors. Jonathan McAdams brings experience from previous roles at Foster Victor Wealth Advisors, WCM Global Wealth, Mission Capital Management, LLC and Alloy Capital Management, LLC. Jonathan McAdams holds a 1999 - 2001 MBA in Investments @ Rice University - Jesse H. Jones Graduate School of Management. With a robust skill set that includes Investments, Alternative Investments, Equity Research, Financial Services, Asset Allocation and more. Jonathan McAdams has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Foster Victor Wealth Advisors Employees
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Matthew Hart
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Sarah Mansbach
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