Jason Thomas Connolly
Chief Investment Officer at Sugarloaf Wealth Management LLC
Jason Thomas Connolly active positions
| Companies | Position | Start | End |
|---|---|---|---|
Sugarloaf Wealth Management LLC
 Sugarloaf Wealth Management LLC Investment ManagersFinance Sugarloaf Wealth Management LLC (SWM) is an independent registered investment advisor headquartered in Duluth, Georgia. Founded in 2003, SWM provides financial planning and portfolio management services to individual clients as well as trusts, estates, charitable organizations, small business owners, retirement plan sponsors and other entities. | Chief Investment Officer | 2003-09-30 | - |
| Portfolio Manager-Equities | 2003-09-30 | - | |
| Portfolio Manager-Fixed Income | 2003-09-30 | - |
Career history of Jason Thomas Connolly
Training of Jason Thomas Connolly
| Furman University | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Chief Investment Officer | 1 |
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Sugarloaf Wealth Management LLC
Sugarloaf Wealth Management LLC Investment ManagersFinance Sugarloaf Wealth Management LLC (SWM) is an independent registered investment advisor headquartered in Duluth, Georgia. Founded in 2003, SWM provides financial planning and portfolio management services to individual clients as well as trusts, estates, charitable organizations, small business owners, retirement plan sponsors and other entities. | Finance |
