![Jason Bear](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jason Bear
Directeur Général chez
Compass Wealth Management LLC (Connecticut)
Profil
Mr. Jason W.
Bear, CFA, is a President at Compass Wealth Management LLC (Connecticut).
He is responsible for managing client portfolios.
Before joining Compass, Mr. Bear worked for The Royal Bank of Scotland and Mizuho Securities USA on the Debt Capital Markets team.
He advised a diverse set of CFOs and Treasurers, giving him a deep understanding of debt and equity capital markets.
He received his undergraduate degree from the University of Michigan.
Postes actifs de Jason Bear
| Sociétés | Poste | Début |
|---|---|---|
Compass Wealth Management LLC (Connecticut)
 Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass believes in asset allocation, not market timing. The firm relies on fundamental research and will, on occasion, use technical charting to help in their buy-sell decisions. The firm's investment strategies range from conservative to aggressive, and this depends on the client's requirements detailed in a written investment policy statement. These strategies are generally concentrated in listed equities and liquid fixed-income securities, but may at times involve some small, illiquid stocks and lower-quality, illiquid bonds if approved by the client in advance and judged to be suitable to the client’s risk tolerance and objectives. Compass offers a flexible investment style of equity management to meet the needs of a wide range of clients. | Directeur Général | 01/10/2015 |
Formation de Jason Bear
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Compass Wealth Management LLC (Connecticut)
Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass believes in asset allocation, not market timing. The firm relies on fundamental research and will, on occasion, use technical charting to help in their buy-sell decisions. The firm's investment strategies range from conservative to aggressive, and this depends on the client's requirements detailed in a written investment policy statement. These strategies are generally concentrated in listed equities and liquid fixed-income securities, but may at times involve some small, illiquid stocks and lower-quality, illiquid bonds if approved by the client in advance and judged to be suitable to the client’s risk tolerance and objectives. Compass offers a flexible investment style of equity management to meet the needs of a wide range of clients. | Finance |
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