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Jason William Haley
Directeur en chef des Investissements chez
ALM First Financial Advisors LLC
Profil
Mr. Jason W.
Haley is a Chief Investment Officer at ALM First Financial Advisors LLC.
Mr. Haley oversees ALM First’s Investment Management Group and is responsible for leading the investment process and investment theme development process for the firm, including management of ALM First’s model portfolio strategies.
He has more than 17 years of investment industry experience.
Prior to joining ALM First, Mr. Haley worked for Cantor Fitzgerald LP.
He received his undergraduate degree and an MBA from the University of Mississippi.
Postes actifs de Jason William Haley
| Sociétés | Poste | Début |
|---|---|---|
ALM First Financial Advisors LLC
 ALM First Financial Advisors LLC Investment ManagersFinance ALM First Financial Advisors focuses on the high credit quality sectors that banks and credit unions usually invest in. The firm’s investment strategy for a specific client is based upon the objectives stated by the client, their board, and their policy during consultations and on-going meetings. | Directeur en chef des Investissements | 01/12/2019 |
Anciens postes connus de Jason William Haley
| Sociétés | Poste | Fin |
|---|---|---|
Cantor Fitzgerald Investment Advisors LP
 Cantor Fitzgerald Investment Advisors LP Investment ManagersFinance CFIA constructs proprietary ETF investment Portfolios using strategic, tactical, and opportunistic asset allocation techniques. Their investment philosophy emphasizes macroeconomic research in creating an active asset allocation strategy. This strategy is implemented through unique time and risk-based Portfolios. The firm has also developed a dynamic volatility strategy that utilizes a rules-based methodology with a qualitative overlay to build incremental positions that are either long or short in volatility using ETFs/ETNs. They are either long or short, but never both. CFIA primarily utilizes index-based ETFs, which are passive managed investments, in order to gain diversified exposure to a desired asset class or category. | Corporate Officer/Principal | 01/03/2008 |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Corporate Officer/Principal | 01/12/2005 |
Formation de Jason William Haley
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
66
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Finance |
University of Mississippi
 University of Mississippi Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ALM First Financial Advisors LLC
ALM First Financial Advisors LLC Investment ManagersFinance ALM First Financial Advisors focuses on the high credit quality sectors that banks and credit unions usually invest in. The firm’s investment strategy for a specific client is based upon the objectives stated by the client, their board, and their policy during consultations and on-going meetings. | Finance |
Cantor Fitzgerald Investment Advisors LP
Cantor Fitzgerald Investment Advisors LP Investment ManagersFinance CFIA constructs proprietary ETF investment Portfolios using strategic, tactical, and opportunistic asset allocation techniques. Their investment philosophy emphasizes macroeconomic research in creating an active asset allocation strategy. This strategy is implemented through unique time and risk-based Portfolios. The firm has also developed a dynamic volatility strategy that utilizes a rules-based methodology with a qualitative overlay to build incremental positions that are either long or short in volatility using ETFs/ETNs. They are either long or short, but never both. CFIA primarily utilizes index-based ETFs, which are passive managed investments, in order to gain diversified exposure to a desired asset class or category. | Finance |
