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Jason Lindquist
Director of Investments chez
Aegis Wealth Group LLC
Profil
Dr. Jason H.
Lindquist is a Director of Investments at E6 Portfolios LLC and a Director of Investments & Principal at Aegis Wealth Group LLC.
He is currently responsible for selecting and monitoring equity, fixed income, and other publicly traded investments for Everspire clients.
He is always looking to improve the firm’s investment models and implement them in a way that is efficient, cost-effective, and tax-optimized.
Dr. Lindquist was previously employed as a Director of Operations & Founding Partner by Cederian Investments LLC.
He received his undergraduate degree from Brigham Young University, a graduate degree from Indiana University and a doctorate degree from Indiana University.
Postes actifs de Jason Lindquist
| Sociétés | Poste | Début |
|---|---|---|
Aegis Wealth Group LLC
 Aegis Wealth Group LLC Investment ManagersFinance Everspire manages client’s securities, shareholdings, bonds, and other assets to meet their investment goals. | Director of Investments | 07/12/2017 |
Anciens postes connus de Jason Lindquist
| Sociétés | Poste | Fin |
|---|---|---|
Cederian Investments LLC
 Cederian Investments LLC Investment ManagersFinance Cederian Investments offers a full array of institutional and retail equity portfolio strategies, as well as targeted fixed-income portfolios. Most of their portfolio strategies have global, international and domestic variations. The firm manages investment strategies that range across geographic and stylistic segments of the global securities marketplace. First, they manage 6 long-only equity portfolios with traditional geographic and market-cap parameters including US, International and Global portfolios in both Large-Cap and Small/Mid-Cap (SMID) market segments. Cederian manages 2 strategic allocation portfolios, one focused on equity investments and the other on fixed-income. These strategies use ETFs and closed-end funds to provide clients with diversified exposure to attractive groups of securities. In addition, Cederian offers their Meridian portfolio, a relatively concentrated strategy populated with the best equity investment ideas from the firms other portfolios. Meridian also seeks to moderate market volatility by using long-dated options as a hedge. | Fondateur | - |
Formation de Jason Lindquist
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cederian Investments LLC
Cederian Investments LLC Investment ManagersFinance Cederian Investments offers a full array of institutional and retail equity portfolio strategies, as well as targeted fixed-income portfolios. Most of their portfolio strategies have global, international and domestic variations. The firm manages investment strategies that range across geographic and stylistic segments of the global securities marketplace. First, they manage 6 long-only equity portfolios with traditional geographic and market-cap parameters including US, International and Global portfolios in both Large-Cap and Small/Mid-Cap (SMID) market segments. Cederian manages 2 strategic allocation portfolios, one focused on equity investments and the other on fixed-income. These strategies use ETFs and closed-end funds to provide clients with diversified exposure to attractive groups of securities. In addition, Cederian offers their Meridian portfolio, a relatively concentrated strategy populated with the best equity investment ideas from the firms other portfolios. Meridian also seeks to moderate market volatility by using long-dated options as a hedge. | Finance |
Aegis Wealth Group LLC
Aegis Wealth Group LLC Investment ManagersFinance Everspire manages client’s securities, shareholdings, bonds, and other assets to meet their investment goals. | Finance |
