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Jason Michael Tkach
Trading-Equity chez
Kendall Capital Management, Inc.
Profil
Mr. Jason M.
Tkach, CFA, is a Vice President & Portfolio Manager at Kendall Capital Management, Inc. He brings a wealth of investment, accounting, and project management experience to his role.
His primary responsibilities include trade execution, rebalancing assets, and portfolio management research.
He has a strong commitment to customer service and to ensuring that clients' investment portfolios align with both their near- and long-term goals.
Mr. Tkach began his career as an Associate at SEI, a financial services firm in Oaks, Pennsylvania.
While at SEI, he gained experience in the trust division of the company, working as a Project Management Analyst and running the unit’s client satisfaction survey, before working as a Private Equity Accounting Analyst.
He moved to Washington, DC in 2012 to join Cambridge Associates.
There he worked as a Senior Research Associate focused on comparative portfolio performance, asset allocation, and spending rates for institutional clients such as colleges & universities and foundations.
He graduated from Loyola University in Maryland with a BBA in Economics.
He earned the CFA designation in August 2017.
Postes actifs de Jason Michael Tkach
| Sociétés | Poste | Début |
|---|---|---|
Kendall Capital Management, Inc.
 Kendall Capital Management, Inc. Investment ManagersFinance Kendall Capital works with clients to build a diversified investment portfolio and educate them about risk tolerance in order to achieve their financial goals. The firm only uses market-traded assets that have no restrictions nor sales loads or commissions. | Trading-Equity | 01/12/2014 |
Anciens postes connus de Jason Michael Tkach
| Sociétés | Poste | Fin |
|---|---|---|
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Analyst-Equity | 01/11/2014 |
Formation de Jason Michael Tkach
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
26
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Loyola University Maryland, Inc.
 Loyola University Maryland, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Finance |
Kendall Capital Management, Inc.
Kendall Capital Management, Inc. Investment ManagersFinance Kendall Capital works with clients to build a diversified investment portfolio and educate them about risk tolerance in order to achieve their financial goals. The firm only uses market-traded assets that have no restrictions nor sales loads or commissions. | Finance |
