Jonathan Wesson Email & Phone Number
Vice President, Portfolio Manager @ Bank of America Private Bank
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Jonathan Wesson Location
- Stonington, CT, US
Jonathan Wesson Work
- Vice President, Portfolio Manager @ (October 2021 - Present)
- Vice President, Institutional Portfolio Strategist @ (March 2009 - March 2018)
- Portfolio Manager @ (June 2000 - March 2009)
- Investment Officer @ (December 1996 - June 2000)
- Financial Sales Representative @ (May 1995 - December 1996)
Jonathan Wesson Education
- Hampden-Sydney College
BA (Economics)
1989-1993 - The Lawrenceville School 1986-1988
Jonathan Wesson Skills
- Investments
- Portfolio Management
- Investment Strategies
- Mutual Funds
- Investment Management
- Wealth Management Services
- Retirement
- Philanthropy
- Wealth Management
- Alternative Investments
- Asset Allocation
- ETFs
- Sustainable Investing
- Asset Allocation Strategies
- Investment Policy Statements
- Diversification
- Investment Portfolios
- Analytical Skills
- Hedge Funds
- Fund Of Funds
- Institutional Investments
- Institutional Portfolio Management
- Institutional Business Development
- Personal Trust
- Interpersonal Communication
- Sales Presentations
- Private Clients
- Customer Experience
- Customer Retention
- Dynamic Asset Allocation
- Tactical Asset Allocation
Jonathan Wesson Summary
- Jonathan Wesson, based in Stonington, CT, US, is currently a Vice President, Portfolio Manager at Bank of America Private Bank. Jonathan Wesson brings experience from previous roles at US Trust, U.S. Trust and First Union National Bank. Jonathan Wesson holds a 1989 - 1993 BA in Economics @ Hampden-Sydney College. With a robust skill set that includes Investments, Portfolio Management, Investment Strategies, Mutual Funds, Investment Management and more. Jonathan Wesson has 2 emails and 1 mobile phone numbers on RocketReach.
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