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Jason Michael Tkach
Trading-Equity at
Kendall Capital Management, Inc.
Profile
Mr. Jason M.
Tkach, CFA, is a Vice President & Portfolio Manager at Kendall Capital Management, Inc. He brings a wealth of investment, accounting, and project management experience to his role.
His primary responsibilities include trade execution, rebalancing assets, and portfolio management research.
He has a strong commitment to customer service and to ensuring that clients' investment portfolios align with both their near- and long-term goals.
Mr. Tkach began his career as an Associate at SEI, a financial services firm in Oaks, Pennsylvania.
While at SEI, he gained experience in the trust division of the company, working as a Project Management Analyst and running the unit’s client satisfaction survey, before working as a Private Equity Accounting Analyst.
He moved to Washington, DC in 2012 to join Cambridge Associates.
There he worked as a Senior Research Associate focused on comparative portfolio performance, asset allocation, and spending rates for institutional clients such as colleges & universities and foundations.
He graduated from Loyola University in Maryland with a BBA in Economics.
He earned the CFA designation in August 2017.
Jason Michael Tkach active positions
| Companies | Position | Start |
|---|---|---|
Kendall Capital Management, Inc.
 Kendall Capital Management, Inc. Investment ManagersFinance Kendall Capital works with clients to build a diversified investment portfolio and educate them about risk tolerance in order to achieve their financial goals. The firm only uses market-traded assets that have no restrictions nor sales loads or commissions. | Trading-Equity | 2014-11-30 |
Former positions of Jason Michael Tkach
| Companies | Position | End |
|---|---|---|
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Analyst-Equity | 2014-10-31 |
Training of Jason Michael Tkach
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
26
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Loyola University Maryland, Inc.
 Loyola University Maryland, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Finance |
Kendall Capital Management, Inc.
Kendall Capital Management, Inc. Investment ManagersFinance Kendall Capital works with clients to build a diversified investment portfolio and educate them about risk tolerance in order to achieve their financial goals. The firm only uses market-traded assets that have no restrictions nor sales loads or commissions. | Finance |
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