Career history of Jay Levesque
Former positions of Jay Levesque
Companies | Position | Start | End |
---|---|---|---|
Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Analyst-Equity | 2020-11-30 | 2021-05-31 |
Market Strategist | 2020-11-30 | 2021-05-31 | |
Filament LLC
Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds. | Analyst-Equity | 2015-06-30 | 2020-11-30 |
Director of Research - Equity | 2015-06-30 | 2020-11-30 | |
Investment Committee Member | 2015-06-30 | 2020-11-30 |
Training of Jay Levesque
Oregon State University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Analyst-Equity | 2 |
Director of Research - Equity | 1 |
Investment Committee Member | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Filament LLC
Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds. | Finance |
Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
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