Profile
Mr. Jason D.
Born is a Portfolio Manager & Analyst at Camelot Portfolios LLC.
Prior to joining Camelot Portfolios in May 2012, Mr. Born was employed as a Senior Portfolio Manager at PNC Capital Advisors, Inc. and at Huntington Wealth Advisors, a Portfolio Manager at Lorain National Bank, and an Analyst at Ruggaard & Associates, Inc.
Mr. Born received his BS in Finance and Accounting from Ashland University and his MBA in Finance from Case Western Reserve University - Weatherhead School of Management.
He is also a Chartered Financial Analyst.
Former positions of Jason David Born
| Companies | Position | End |
|---|---|---|
Camelot Portfolios LLC
Camelot Portfolios LLC Investment ManagersFinance Camelot employs time-tested investment philosophies that separate investor emotions to capitalize on market opportunities. The firm relies on independent research and common sense to help investors to meet their long-term investment objectives in all market conditions. They allocate portfolios across multiple strategies to meet each client's unique long-term return goals, income needs, tax objectives and risk tolerance. | Portfolio Manager-Equities | 2014-12-31 |
PNC Capital Advisors, Inc.
PNC Capital Advisors, Inc. Investment ManagersFinance PNC Capital Advisors employs in-depth analysis of the markets on both a micro and macro level, utilizing a broad array of qualitative and quantitative screens. They use the consistent application of comprehensive modeling techniques to minimize subjectivity for both buy and sell decisions | Corporate Officer/Principal | 2010-12-30 |
Lorain National Bank (Ohio)
Lorain National Bank (Ohio) Investment ManagersFinance LNB is a large-cap growth investor. Investing across all sectors, the firm maintains a low turnover rate. | Corporate Officer/Principal | 2002-12-30 |
Ruggaard & Associates, Inc.
Ruggaard & Associates, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 1999-12-30 |
Training of Jason David Born
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Lorain National Bank (Ohio)
Lorain National Bank (Ohio) Investment ManagersFinance LNB is a large-cap growth investor. Investing across all sectors, the firm maintains a low turnover rate. | Finance |
Ashland University
Ashland University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PNC Capital Advisors, Inc.
PNC Capital Advisors, Inc. Investment ManagersFinance PNC Capital Advisors employs in-depth analysis of the markets on both a micro and macro level, utilizing a broad array of qualitative and quantitative screens. They use the consistent application of comprehensive modeling techniques to minimize subjectivity for both buy and sell decisions | Finance |
Camelot Portfolios LLC
Camelot Portfolios LLC Investment ManagersFinance Camelot employs time-tested investment philosophies that separate investor emotions to capitalize on market opportunities. The firm relies on independent research and common sense to help investors to meet their long-term investment objectives in all market conditions. They allocate portfolios across multiple strategies to meet each client's unique long-term return goals, income needs, tax objectives and risk tolerance. | Finance |
Ruggaard & Associates, Inc.
Ruggaard & Associates, Inc. Investment ManagersFinance Provides investment advice | Finance |
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