Profile
Mr. Jonathan M.
Larsen is a Partner & Portfolio Manager at Albion Management Group Ltd.
He brings over 14 years of market knowledge to every portfolio he manages.
His commitment to portfolio accuracy comes from a genuine interest in the wellbeing of each client.
His broad understanding of economics provides a sound foundation for the equity and fixed income portfolios he designs.
An experienced investment strategy instructor and account manager, he is a strong contributor to any discussion on portfolio structure.
Before joining the Albion Team, Mr. Larsen was a trader and supervisor for Fidelity Investments.
While at Fidelity, he helped in the training and oversight of the trading group and worked directly with market makers to ensure better trade executions.
Mr. Larsen received his undergraduate degree from the University of Utah.
Former positions of Jon Larsen
Companies | Position | End |
---|---|---|
Albion Management Group Ltd.
Albion Management Group Ltd. Investment ManagersFinance Albion Management Group Ltd., do-business-as Albion Financial Group (Albion), is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by John Bird and William (Toby) Levitt in 1982. Albion provides portfolio management services to individuals, families and corporate or business entities. | Portfolio Manager-Equities | 2021-11-30 |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | 2006-12-30 |
Training of Jon Larsen
University of Utah | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
Albion Management Group Ltd.
Albion Management Group Ltd. Investment ManagersFinance Albion Management Group Ltd., do-business-as Albion Financial Group (Albion), is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by John Bird and William (Toby) Levitt in 1982. Albion provides portfolio management services to individuals, families and corporate or business entities. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
- Stock Market
- Insiders
- Jon Larsen