Jason Joanis
Director of Investments at Slatestone Wealth LLC
Profile
Mr. Jason Joanis, CFA, is a Director of Investments, Senior Portfolio Manager & Partner at Slatestone Wealth LLC.
In 2010, He was recruited by M&I Bank to take over the management of a large book of clients for a retiring portfolio manager.He earned a BBA with a Minor in Economics from St. Norbert College in De Pere, Wisconsin.
He has earned the prestigious Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.
Jason Joanis active positions
| Companies | Position | Start |
|---|---|---|
Slatestone Wealth LLC
 Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Director of Investments | 2021-12-31 |
Former positions of Jason Joanis
| Companies | Position | End |
|---|---|---|
DaneVest Capital LLC
 DaneVest Capital LLC Investment ManagersFinance DaneVest Capital LLC (DaneVest Capital) is a private equity firm founded in 2007 by Terrence R. Wall. The firm is headquartered in Middleton, Wisconsin. | Private Equity Investor | 2009-10-29 |
Strong Capital Management, Inc.
 Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Corporate Officer/Principal | 1998-12-31 |
Holt-Smith Advisors, Inc.
 Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Analyst-Equity | - |
Training of Jason Joanis
| St. Norbert College, Inc. | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Holt-Smith Advisors, Inc.
Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Finance |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
DaneVest Capital LLC
DaneVest Capital LLC Investment ManagersFinance DaneVest Capital LLC (DaneVest Capital) is a private equity firm founded in 2007 by Terrence R. Wall. The firm is headquartered in Middleton, Wisconsin. | Finance |
Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Finance |
- Stock Market
- Insiders
- Jason Joanis
