Jason Ilidio Lima
Gestionnaire de Portefeuille-Actions chez Disciplined Growth Investors, Inc.
Profil
Mr. Jason I.
Lima, CFA MBA, is a Portfolio Manager at Disciplined Growth Investors, Inc. He joined the firm in 2011 as an Investment Analyst to support the portfolio managers by tracking existing holdings and researching potential portfolio picks.
Before coming to DGI, Mr. Lima served for five years as an officer in the U.S.
Navy and worked for three years at US Bancorp as a capital strategy and risk manager.
He received his BS in Electrical Engineering and Computer Science from Massachusetts Institute of Technology and an MBA with Honors, concentrations in Finance and Strategy from The University of Chicago.
Postes actifs de Jason Ilidio Lima
| Sociétés | Poste | Début |
|---|---|---|
Disciplined Growth Investors, Inc.
 Disciplined Growth Investors, Inc. Investment ManagersFinance Disciplined Growth Investors, Inc. (DGI) is a SEC-registered, employee-owned investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1997 by Frederick Martin. DGI provides investment management services to pension and profit-sharing plans, corporations and other business and government entities, charitable organizations including foundations and other non-profit entities, and select high net-worth individuals. In addition, the firm provides portfolio management services for wrap fee programs. | Gestionnaire de Portefeuille-Actions | 01/01/2020 |
Anciens postes connus de Jason Ilidio Lima
| Sociétés | Poste | Fin |
|---|---|---|
| United States Navy (District of Columbia) | Corporate Officer/Principal | 31/12/2010 |
| US BANCORP | Corporate Officer/Principal | - |
Formation de Jason Ilidio Lima
| Massachusetts Institute of Technology | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| US BANCORP | Finance |
| Entreprise privées | 2 |
|---|---|
Disciplined Growth Investors, Inc.
Disciplined Growth Investors, Inc. Investment ManagersFinance Disciplined Growth Investors, Inc. (DGI) is a SEC-registered, employee-owned investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1997 by Frederick Martin. DGI provides investment management services to pension and profit-sharing plans, corporations and other business and government entities, charitable organizations including foundations and other non-profit entities, and select high net-worth individuals. In addition, the firm provides portfolio management services for wrap fee programs. | Finance |
| United States Navy (District of Columbia) | Government |
