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Profil
John Paul Jagusiak worked as a Managing Director of Trading & Trade Support at Windhaven Investment Management, Inc. and as a Director-Trading & Trade Support at Windward Investment Management.
Prior to that, he worked as a Mutual Fund Custody Accountant at Investors Bank & Trust Co. He received his undergraduate degree from the College of the Holy Cross (Massachusetts) in 2002.
Anciens postes connus de JP Jagusiak
| Sociétés | Poste | Fin |
|---|---|---|
Windward Investment Management
 Windward Investment Management Investment ManagersFinance Windward's investment process is quantitative and highly disciplined. Each month they update and run market models using the most recent economic, market and behavioral data, including price levels, inflation and global interest rates. The models produce risk-adjusted expected returns for the firm's complete set of asset classes shown in their investment universe. They then adjust portfolio weightings to arrive at a construction that provides the highest expected return given a client's desired level of risk. The firm regularly includes gold, real estate and oil in their portfolios. | Trading-Equity | 09/11/2010 |
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Provides financial services | Corporate Officer/Principal | - |
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Trading-Equity | - |
Formation de JP Jagusiak
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
48
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Finance |
College of the Holy Cross (Massachusetts)
 College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Provides financial services | Finance |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Windward's investment process is quantitative and highly disciplined. Each month they update and run market models using the most recent economic, market and behavioral data, including price levels, inflation and global interest rates. The models produce risk-adjusted expected returns for the firm's complete set of asset classes shown in their investment universe. They then adjust portfolio weightings to arrive at a construction that provides the highest expected return given a client's desired level of risk. The firm regularly includes gold, real estate and oil in their portfolios. | Finance |
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