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Profil
Mr. Johann J.
Lepasana is Portfolio Analyst at Gary Goldberg Planning Services, Inc. He joined the firm in 2010.
He received his BS in Finance from Rutgers University (New Jersey).
Anciens postes connus de Johann Joseph Lepasana
| Sociétés | Poste | Fin |
|---|---|---|
Gary Goldberg Planning Services, Inc.
 Gary Goldberg Planning Services, Inc. Investment ManagersFinance Gary Goldberg Planning Services (GGPS) offers discretionary portfolio management and non-discretionary portfolio management using individual equities, bonds or bond funds, no-load mutual funds, ETFs and variable annuities. The firm to creates custom portfolios designed to meet clients' individual needs. GGPS uses a number of proprietary which contain solutions with varying risk profiles. GGPS manages accounts in three separate portfolios: the Select Opportunity Portfolio, the Growth & Income Model, and the Income Model. The firm also manages accounts in two wrap fee programs: the Select Trac Mutual Fund Program and the Select Trac Exchange Traded Fund Program. GPS employs a variety of strategies in them management of model portfolios including long-term purchases, short-term purchases, short sales, margin transactions, option writing (puts and calls), covered calls, and spreading. | Analyst-Equity | 01/03/2015 |
Formation de Johann Joseph Lepasana
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Gary Goldberg Planning Services (GGPS) offers discretionary portfolio management and non-discretionary portfolio management using individual equities, bonds or bond funds, no-load mutual funds, ETFs and variable annuities. The firm to creates custom portfolios designed to meet clients' individual needs. GGPS uses a number of proprietary which contain solutions with varying risk profiles. GGPS manages accounts in three separate portfolios: the Select Opportunity Portfolio, the Growth & Income Model, and the Income Model. The firm also manages accounts in two wrap fee programs: the Select Trac Mutual Fund Program and the Select Trac Exchange Traded Fund Program. GPS employs a variety of strategies in them management of model portfolios including long-term purchases, short-term purchases, short sales, margin transactions, option writing (puts and calls), covered calls, and spreading. | Finance |
