Profile
Jason Thomas Kunkel worked as a Senior Equity Analyst at Lake Union Capital Management LLC from 2006 to 2012, a Research Analyst at McAdams Wright Ragen, Inc. in 2013, and as a Director of PWM Value Equity Research at Robert W.
Baird & Co., Inc. (Broker) from 2019 to 2020.
He obtained an undergraduate degree from the University of Washington.
Former positions of Jason Thomas Kunkel
Companies | Position | End |
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Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Director of Research - Equity | 2019-12-31 |
McAdams Wright Ragen, Inc.
McAdams Wright Ragen, Inc. Investment Banks/BrokersFinance Founded in 1999, McAdams Wright Ragen, Inc. (MWR) is a an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. MWR is comprised of a retail brokerage, an investment advisor, an institutional sales department, a research staff, a bond department and an agency stock trading desk. They offer am array of products and services for retail and institutional investors. Their research is based on the fundamentals. In assessing the merits of potential investments, their analysts provide analyses of management, earnings, growth potential, assets and other fundamental factors that influence the price of a security. MWR focuses on a broad spectrum of industries, geographies and investment styles. | Analyst-Equity | 2014-10-31 |
Lake Union Capital Management LLC
Lake Union Capital Management LLC Investment ManagersFinance Founded in 2003, Lake Union Capital Management LLC is a hedge fund manager located in Seattle, Washington. They manage the Lake Union Capital Fund LP. | Analyst-Equity | 2012-12-30 |
Training of Jason Thomas Kunkel
University of Washington | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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McAdams Wright Ragen, Inc.
McAdams Wright Ragen, Inc. Investment Banks/BrokersFinance Founded in 1999, McAdams Wright Ragen, Inc. (MWR) is a an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. MWR is comprised of a retail brokerage, an investment advisor, an institutional sales department, a research staff, a bond department and an agency stock trading desk. They offer am array of products and services for retail and institutional investors. Their research is based on the fundamentals. In assessing the merits of potential investments, their analysts provide analyses of management, earnings, growth potential, assets and other fundamental factors that influence the price of a security. MWR focuses on a broad spectrum of industries, geographies and investment styles. | Finance |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Finance |
Lake Union Capital Management LLC
Lake Union Capital Management LLC Investment ManagersFinance Founded in 2003, Lake Union Capital Management LLC is a hedge fund manager located in Seattle, Washington. They manage the Lake Union Capital Fund LP. | Finance |
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