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Career history of Jason M. McCrary
Former positions of Jason M. McCrary
Companies | Position | Start | End |
---|---|---|---|
Columbia Trust Co.
![]() Columbia Trust Co. Investment ManagersFinance Columbia Trust Co. is a wealth management firm headquartered in Portland, Oregon. Formerly known as West Coast Trust Co., Inc., the firm was founded in 1966 and is owned by Columbia Banking System, Inc. (NASDAQ: COLB). Columbia Trust provides personalized trust and investment management services to high net worth clients, non-profit endowments and family offices. | Portfolio Manager-Equities | 2009-02-28 | 2023-12-31 |
WHV Investments, Inc.
![]() WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Analyst-Equity | 2002-01-01 | 2005-12-30 |
Laird Norton Trust Co. LLC
![]() Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Corporate Officer/Principal | 2001-12-31 | 2001-12-31 |
Training of Jason M. McCrary
University of Washington | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Analyst-Equity | 1 |
Corporate Officer/Principal | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
WHV Investments, Inc.
![]() WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
Laird Norton Trust Co. LLC
![]() Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Finance |
Columbia Trust Co.
![]() Columbia Trust Co. Investment ManagersFinance Columbia Trust Co. is a wealth management firm headquartered in Portland, Oregon. Formerly known as West Coast Trust Co., Inc., the firm was founded in 1966 and is owned by Columbia Banking System, Inc. (NASDAQ: COLB). Columbia Trust provides personalized trust and investment management services to high net worth clients, non-profit endowments and family offices. | Finance |
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