Craig Dan Jensen
Portfolio Manager-Equities at Round Rock Advisors LLC
Profile
Mr. Craig D.
Jensen is a Portfolio Manager & Private Wealth Advisor at Round Rock Advisors LLC.
He has spent more than twenty-two years managing investments and providing financial planning for individuals and institutions.
Throughout his career he has specialized in portfolio management, trading, asset allocation, and strategic planning.
As an active member of the investment community, he is a registered representative and has received his series 65.
He earned a B.S.
in Justice and Law Administration from Western Connecticut State University.
Craig Dan Jensen active positions
| Companies | Position | Start |
|---|---|---|
Round Rock Advisors LLC
 Round Rock Advisors LLC Investment ManagersFinance Round Rock Advisors LLC is an independent, SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded by Bert T. Bowler in 2017 and offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations and businesses. | Portfolio Manager-Equities | 2019-12-31 |
Former positions of Craig Dan Jensen
| Companies | Position | End |
|---|---|---|
Ark Asset Management Co., Inc.
 Ark Asset Management Co., Inc. Investment ManagersFinance Based in New York City, Ark Asset Management Co., Inc. offers investment management services to corporations, public retirement plans, jointly trusteed plans, insurance companies, endowments and foundations | Analyst-Equity | 1999-10-30 |
Training of Craig Dan Jensen
| Western Connecticut State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Ark Asset Management Co., Inc.
Ark Asset Management Co., Inc. Investment ManagersFinance Based in New York City, Ark Asset Management Co., Inc. offers investment management services to corporations, public retirement plans, jointly trusteed plans, insurance companies, endowments and foundations | Finance |
Round Rock Advisors LLC
Round Rock Advisors LLC Investment ManagersFinance Round Rock Advisors LLC is an independent, SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded by Bert T. Bowler in 2017 and offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations and businesses. | Finance |
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