Profile
Mr. Jason P.
Rodnick, CFA, is an Analyst at Raub Brock Capital Management LP.
He is involved in all aspects of the research and portfolio management process.
He is primarily responsible for investment research, portfolio monitoring and providing company and industry research information to the Investment Committee.
Mr. Rodnick was previously employed as an Associate by Pacific Crest Group.
He earned his B.A.
in economics from San Francisco State University.
He has also passed the Uniform CPA Examination.
He is a CFA charterholder and member of both the CFA Institute and the CFA Society of San Francisco.
Former positions of Jason Patrick Rodnick
| Companies | Position | End |
|---|---|---|
Raub Brock Capital Management LP
 Raub Brock Capital Management LP Investment ManagersFinance Raub Brock Capital Management LP (Raub Brock) is an independent, SEC-registered investment advisor headquartered in Larkspur, California. The firm was founded by David Raub in 2001. Raub Brock provides investment management and comprehensive financial planning services to individuals and high net worth-individuals, family offices, trusts and estates, banks and pension and profit-sharing plans. | Analyst-Equity | 2018-09-30 |
Pacific Crest Group
 Pacific Crest Group Miscellaneous Commercial ServicesCommercial Services Pacific Crest Group provides accounting, bookkeeping, human resources and information technology services. It also provides CFO services, startup accounting, employee development recruiting and legal compliance services. The company was founded by Franka Winchester and TJ Van Voorhees in 2003 and is headquartered in San Rafael, CA. | Corporate Officer/Principal | 2010-08-29 |
Training of Jason Patrick Rodnick
| San Francisco State University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Pacific Crest Group
Pacific Crest Group Miscellaneous Commercial ServicesCommercial Services Pacific Crest Group provides accounting, bookkeeping, human resources and information technology services. It also provides CFO services, startup accounting, employee development recruiting and legal compliance services. The company was founded by Franka Winchester and TJ Van Voorhees in 2003 and is headquartered in San Rafael, CA. | Commercial Services |
Raub Brock Capital Management LP
Raub Brock Capital Management LP Investment ManagersFinance Raub Brock Capital Management LP (Raub Brock) is an independent, SEC-registered investment advisor headquartered in Larkspur, California. The firm was founded by David Raub in 2001. Raub Brock provides investment management and comprehensive financial planning services to individuals and high net worth-individuals, family offices, trusts and estates, banks and pension and profit-sharing plans. | Finance |
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