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Profil
Mr. Jonathan D.
Straus is a Founding Principal & Portfolio Manager at Commons Capital LLC.
He has an extensive background providing comprehensive wealth management advice and services to individuals, multigenerational families, businesses and institutions.
He is a member of a select group of advisors who can offer personalized, discretionary asset management services.
This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy.
Mr. Straus has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America ? three of them by way of acquisition.
He received his Bachelor of Science in Business Administration from the University of Hartford.
Postes actifs de Jonathan David Straus
| Sociétés | Poste | Début |
|---|---|---|
Commons Capital LLC
 Commons Capital LLC Investment ManagersFinance Commons Capital adopts a holistic approach by analyzing current balance sheets and cash flows within the context of a client's financial profile, lifestyle objectives and attitude toward risk, and then develop an Investment Policy Statement (IPS). Their investment philosophy is based upon a scientific approach to disciplined investing established under the Modern Portfolio Theory. The firm employs a long-term strategic approach to asset allocation with tactical adjustments as secular shifts occur in the financial markets. They tend to favor active versus passive management and strive to add value on a risk adjusted basis. Commons Capital’s basic tenets are global asset allocation, absolute returns, risk management and tax efficiency. | Fondateur | 01/01/2009 |
Formation de Jonathan David Straus
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
50
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Hartford
 University of Hartford Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Commons Capital LLC
Commons Capital LLC Investment ManagersFinance Commons Capital adopts a holistic approach by analyzing current balance sheets and cash flows within the context of a client's financial profile, lifestyle objectives and attitude toward risk, and then develop an Investment Policy Statement (IPS). Their investment philosophy is based upon a scientific approach to disciplined investing established under the Modern Portfolio Theory. The firm employs a long-term strategic approach to asset allocation with tactical adjustments as secular shifts occur in the financial markets. They tend to favor active versus passive management and strive to add value on a risk adjusted basis. Commons Capital’s basic tenets are global asset allocation, absolute returns, risk management and tax efficiency. | Finance |
