Jon Burckett-St. Laurent
Portfolio Manager-Equities at Exencial Wealth Advisors LLC
Profile
Mr. Jean-Bernard J.
Burckett-St. Laurent is a Senior Portfolio Manager at Exencial Wealth Advisors LLC.
He joined Exencial Wealth Advisors in 2019 as Senior Portfolio Manager for the Exencial Wealth Advisors Options Strategy.
He has over 17 years’ experience in derivatives trading across exchange-listed stocks, ADR’s, ETF’s / ETN’s, futures and indices including US equities, commodities, emerging markets and foreign developed markets.
He has significant expertise in all aspects of options trading from developing strategies to automating trade execution to portfolio risk management.
Prior to joining Exencial Wealth Advisors, he co-founded a proprietary trading firm where he worked as managing member and options market-maker under the umbrella of Cutler Group LP.
Previously, he worked at Bluefin Trading LLC as an options market-maker and specialist.
He started his career on the floor of the American Stock Exchange in 2001.
He received a BA in History from Harvard College.
Jon Burckett-St. Laurent active positions
| Companies | Position | Start |
|---|---|---|
Exencial Wealth Advisors LLC
 Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Portfolio Manager-Equities | 2018-12-31 |
Training of Jon Burckett-St. Laurent
| Harvard College | Undergraduate Degree |
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
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Linked companies
| Private companies | 1 |
|---|---|
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Finance |
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