![Jason M. Weybrecht](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>)
Profil
Mr. Weybrecht joined Spero-Smith Investment Advisers, Inc. in May 1994.
Mr. Weybrecht received his Bachelor of Science (Business Administration) from Lake Erie College in 1995.
He is a Certified Financial Planner® (CFP®) and a member of the National Association for Personal Financial Advisors (NAPFA).
Mr. Weybrecht is a frequent speaker on portfolio management and financial planning issues in public forums and local & national publications, including local TV, and has been very active in various committee roles at Lake Erie College.
Mr. Weybrecht is an Assistant Basketball Coach at University School, as well as, teaches religion at his Parish, St. Felicitas and serves as Vice Chair of the Parent Teacher Board.
Anciens postes connus de Jason M. Weybrecht
| Sociétés | Poste | Fin |
|---|---|---|
Spero-Smith Investment Advisers, Inc.
 Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Spero-Smith Investment Advisers primarily allocates their clients' investment management assets among individual debt and equity securities, and various mutual fund classes, on a discretionary basis, in accordance with the investment objectives of the client. Portfolios are well diversified, with companies that demonstrate improving levels of profitability. The firm conducts ongoing analysis of mutual funds and maintain a list of recommended funds meeting their criteria within a diversified range of investment styles and market sectors. Spero-Smith's fixed-income management approach focuses on the preservation of capital. The fixed-income portion of portfolios includes a combination of short- and intermediate-term treasury or municipal bonds, highly rated corporate bonds and preferred stock issues. Often, a laddered maturity approach is developed as part of a strategy to meet ongoing cash flow needs. | Analyst-Equity | 30/11/2006 |
Formation de Jason M. Weybrecht
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Spero-Smith Investment Advisers, Inc.
Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Spero-Smith Investment Advisers primarily allocates their clients' investment management assets among individual debt and equity securities, and various mutual fund classes, on a discretionary basis, in accordance with the investment objectives of the client. Portfolios are well diversified, with companies that demonstrate improving levels of profitability. The firm conducts ongoing analysis of mutual funds and maintain a list of recommended funds meeting their criteria within a diversified range of investment styles and market sectors. Spero-Smith's fixed-income management approach focuses on the preservation of capital. The fixed-income portion of portfolios includes a combination of short- and intermediate-term treasury or municipal bonds, highly rated corporate bonds and preferred stock issues. Often, a laddered maturity approach is developed as part of a strategy to meet ongoing cash flow needs. | Finance |
Lake Erie College
 Lake Erie College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
