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Tracy A. Jemison
Gestionnaire de Portefeuille-Actions chez
Clearstead Advisors, LLC
Profil
Mr. Tracy A. Jemison is a Senior Managing Director at Clearstead Advisors, LLC.
He joined Clearstead in 2018 and has 21 years of ? wealth advisory and investment management experience.
Mr. Jemison is responsible for the communication and coordination of all aspects of wealth management services including tax and financial planning, investment advisory, and family office services to his clients.
Prior to joining Clearstead, he served as Managing Director and Portfolio Manager at Glenmede as well as Huntington, where he specialized in working with complex, multi-generational families.
Mr. Jemison graduated Summa Cum Laude from Ohio University with an Accounting degree.
He is also a Certified Public Accountant.
Postes actifs de Tracy A. Jemison
| Sociétés | Poste | Début |
|---|---|---|
Clearstead Advisors, LLC
 Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection. | Gestionnaire de Portefeuille-Actions | 01/07/2018 |
Anciens postes connus de Tracy A. Jemison
| Sociétés | Poste | Fin |
|---|---|---|
Sky Financial Group, Inc.
 Sky Financial Group, Inc. Major BanksFinance Operates as a bank holding company which provides banking and financial services | Corporate Officer/Principal | - |
Glenmede Investment Management LP
 Glenmede Investment Management LP Investment ManagersFinance GIM offers an array of equity, fixed income and some liquid alternatives portfolios that invest primarily in US markets. Their selection of investments is based upon an investment process that utilizes technical, fundamental and charting techniques. The firm seeks to integrate ESG factors into their fundamental equity and fixed income strategies through both an assessment of data provided by third parties and through the development of its own proprietary materiality framework. | Gestionnaire de Portefeuille-Actions | - |
Formation de Tracy A. Jemison
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Glenmede Investment Management LP
Glenmede Investment Management LP Investment ManagersFinance GIM offers an array of equity, fixed income and some liquid alternatives portfolios that invest primarily in US markets. Their selection of investments is based upon an investment process that utilizes technical, fundamental and charting techniques. The firm seeks to integrate ESG factors into their fundamental equity and fixed income strategies through both an assessment of data provided by third parties and through the development of its own proprietary materiality framework. | Finance |
Sky Financial Group, Inc.
Sky Financial Group, Inc. Major BanksFinance Operates as a bank holding company which provides banking and financial services | Finance |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection. | Finance |
