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Jason M. Alonzo
Portfolio Manager-Equities at Harbor Capital Advisors, Inc.
Jason M. Alonzo active positions
Companies | Position | Start | End |
---|---|---|---|
Harbor Capital Advisors, Inc.
![]() Harbor Capital Advisors, Inc. Investment ManagersFinance Harbor Capital Advisors, Inc. (Harbor Capital) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1983 to manage the pension and retirement plan assets of their former parent company, OI Glass, Inc. In June of 2001, the firm was acquired by ORIX Corp. Europe N.V. (formerly known as Robeco Groep N.V.) and is currently a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by Orix Corp. (TYO: 8591, ADR: IX) in Japan. Harbor Capital provides discretionary investment advisory services to investment companies, a collective investment trust and other pooled investment vehicles. | Portfolio Manager-Equities | 2022-12-31 | - |
Career history of Jason M. Alonzo
Former positions of Jason M. Alonzo
Companies | Position | Start | End |
---|---|---|---|
Bouchey Financial Group Ltd.
![]() Bouchey Financial Group Ltd. Investment ManagersFinance Bouchey Financial Group Ltd. (Bouchey Financial) is an independent registered investment advisor headquartered in Troy, New York. The firm was founded by Steven B. Bouchey in 1995. Bouchey Financial provides comprehensive and integrated wealth management solutions for individuals, families and businesses. | Portfolio Manager-Equities | 2021-07-31 | - |
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Portfolio Manager-Equities | 2002-12-31 | 2021-07-30 |
Training of Jason M. Alonzo
Rensselaer Polytechnic Institute | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 3 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
Harbor Capital Advisors, Inc.
![]() Harbor Capital Advisors, Inc. Investment ManagersFinance Harbor Capital Advisors, Inc. (Harbor Capital) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1983 to manage the pension and retirement plan assets of their former parent company, OI Glass, Inc. In June of 2001, the firm was acquired by ORIX Corp. Europe N.V. (formerly known as Robeco Groep N.V.) and is currently a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by Orix Corp. (TYO: 8591, ADR: IX) in Japan. Harbor Capital provides discretionary investment advisory services to investment companies, a collective investment trust and other pooled investment vehicles. | Finance |
Bouchey Financial Group Ltd.
![]() Bouchey Financial Group Ltd. Investment ManagersFinance Bouchey Financial Group Ltd. (Bouchey Financial) is an independent registered investment advisor headquartered in Troy, New York. The firm was founded by Steven B. Bouchey in 1995. Bouchey Financial provides comprehensive and integrated wealth management solutions for individuals, families and businesses. | Finance |
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