Joe Ashmore
Director of Research - Equity at Heron Bay Capital Management LLC
Profile
Mr. Joseph R.
Ashmore, CFA, is a Director of Research & Partner at Heron Bay Capital Management LLC.
He is responsible for overseeing and coordinating the firm’s research team, processes, and investment portfolios.
He advocates developing deep understanding in underlying businesses coupled with fundamentally-sound valuation work.
Prior to joining Heron Bay Capital Management, Mr. Ashmore worked at FactSet Research Systems Inc. where he helped to create and support asset management firm locations' data processes.
He later worked as a Financial Advisor for Pinnacle Wealth Management Group before transitioning to an Equity Research Analyst role at an institutional asset manager, Clarkston Capital Partners.
Joe Ashmore active positions
| Companies | Position | Start |
|---|---|---|
Heron Bay Capital Management LLC
 Heron Bay Capital Management LLC Investment ManagersFinance Heron Bay Capital Management LLC (HBCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Bloomfield Hills, Michigan. The firm was founded in 2019 and is wholly owned by Seivest LLC. HBCM offers investment advisory services to individuals, high net-worth individuals, trusts, retirement plans, and estates. | Director of Research - Equity | 2020-01-31 |
Former positions of Joe Ashmore
| Companies | Position | End |
|---|---|---|
Clarkston Capital Partners LLC
 Clarkston Capital Partners LLC Investment ManagersFinance Clarkston Capital Partners LLC (Clarkston) is a SEC-registered investment advisor headquartered in Rochester, Michigan. The firm was founded by Jeff and Jerry Hakala in 2007. They are a subsidiary of Clarkston Co., Inc. Clarkston provides discretionary investment advisory services to institutional investors and pooled investment vehicles, as well as certain individual investors. | Analyst-Equity | 2020-01-31 |
Pinnacle Wealth Management Group, Inc.
 Pinnacle Wealth Management Group, Inc. Investment ManagersFinance Pinnacle Wealth Management Group, Inc. (Pinnacle) is an independent registered investment advisor headquartered in Plymouth, Michigan. The firm was founded by Daniel A. Cesta in 2005. Pinnacle provides discretionary portfolio management services to individuals, high net worth individuals, and corporations or other business entities. | Corporate Officer/Principal | - |
Training of Joe Ashmore
| Oakland University (Michigan) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Clarkston Capital Partners LLC
Clarkston Capital Partners LLC Investment ManagersFinance Clarkston Capital Partners LLC (Clarkston) is a SEC-registered investment advisor headquartered in Rochester, Michigan. The firm was founded by Jeff and Jerry Hakala in 2007. They are a subsidiary of Clarkston Co., Inc. Clarkston provides discretionary investment advisory services to institutional investors and pooled investment vehicles, as well as certain individual investors. | Finance |
Pinnacle Wealth Management Group, Inc.
Pinnacle Wealth Management Group, Inc. Investment ManagersFinance Pinnacle Wealth Management Group, Inc. (Pinnacle) is an independent registered investment advisor headquartered in Plymouth, Michigan. The firm was founded by Daniel A. Cesta in 2005. Pinnacle provides discretionary portfolio management services to individuals, high net worth individuals, and corporations or other business entities. | Finance |
Heron Bay Capital Management LLC
Heron Bay Capital Management LLC Investment ManagersFinance Heron Bay Capital Management LLC (HBCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Bloomfield Hills, Michigan. The firm was founded in 2019 and is wholly owned by Seivest LLC. HBCM offers investment advisory services to individuals, high net-worth individuals, trusts, retirement plans, and estates. | Finance |
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