Jonathan Blake Joseph
Profile
Jonathan Blake Joseph worked as an Associate Director of Research at Bradley, Foster & Sargent, Inc., a Principal at Olson Mobeck Investment Advisors, Inc. and Coburn & Meredith, Inc., an Analyst at Fox-Pitt, Kelton Securities, and a Principal at Travelers Corp.
He received an undergraduate degree from the University of Connecticut and an MBA from the University of Hartford.
Former positions of Jonathan Blake Joseph
| Companies | Position | End |
|---|---|---|
Coburn & Meredith, Inc.
 Coburn & Meredith, Inc. Investment Banks/BrokersFinance Founded in 1934, Coburn & Meredith, Inc. is a broker-dealer located in Simsbury, Connecticut. The firm clears through Pershing LLC, a division of the Bank of New York. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Coburn & Meredith is a member of the SIPC and FINRA | Corporate Officer/Principal | - |
| Travelers Corp. | Corporate Officer/Principal | - |
Fox-Pitt, Kelton Securities
 Fox-Pitt, Kelton Securities Investment Banks/BrokersFinance Fox-Pitt, Kelton Securities, a subsidiary of Fox-Pitt, Kelton Ltd., is a broker/dealer headquartered in New York City with additional offices in Boston and Hartford, Connecticut. Founded in 1971, the firm offers a full array of investment services, specializing specifically in the global financial services industry focusing on the insurance, banking and related sectors. Their fundamental, company-specific research is supported by a rigorous approach to valuation. They are a member of the NASD. | Analyst-Equity | - |
Olson Mobeck Investment Advisors, Inc.
 Olson Mobeck Investment Advisors, Inc. Investment ManagersFinance Founded in 1976, Olson Mobeck Investment Advisors, Inc., formerly Olson Mobeck & Associates, Inc., is a registered investment advisor located in Rocky Hill, Connecticut. The firm is a division of People's Securities, Inc., and their ultimate parent is People's United Financial, Inc. (NASDAQ: PBCT). | Corporate Officer/Principal | - |
Bradley, Foster & Sargent, Inc.
 Bradley, Foster & Sargent, Inc. Investment ManagersFinance Bradley, Foster & Sargent, Inc. (BFS) is an independent, SEC-registered investment management firm headquartered in Hartford, Connecticut. The firm was founded in 1994 by Robert Bradley III, Timothy Foster, and Joseph Sargent. BFS provides investment advisory services for individuals, families, non-profits, institutions, a mutual fund, and a private investment fund. | Director of Research - Equity | - |
Training of Jonathan Blake Joseph
| University of Hartford | Masters Business Admin |
| University of Connecticut | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent, Inc. Investment ManagersFinance Bradley, Foster & Sargent, Inc. (BFS) is an independent, SEC-registered investment management firm headquartered in Hartford, Connecticut. The firm was founded in 1994 by Robert Bradley III, Timothy Foster, and Joseph Sargent. BFS provides investment advisory services for individuals, families, non-profits, institutions, a mutual fund, and a private investment fund. | Finance |
Fox-Pitt, Kelton Securities
Fox-Pitt, Kelton Securities Investment Banks/BrokersFinance Fox-Pitt, Kelton Securities, a subsidiary of Fox-Pitt, Kelton Ltd., is a broker/dealer headquartered in New York City with additional offices in Boston and Hartford, Connecticut. Founded in 1971, the firm offers a full array of investment services, specializing specifically in the global financial services industry focusing on the insurance, banking and related sectors. Their fundamental, company-specific research is supported by a rigorous approach to valuation. They are a member of the NASD. | Finance |
Olson Mobeck Investment Advisors, Inc.
Olson Mobeck Investment Advisors, Inc. Investment ManagersFinance Founded in 1976, Olson Mobeck Investment Advisors, Inc., formerly Olson Mobeck & Associates, Inc., is a registered investment advisor located in Rocky Hill, Connecticut. The firm is a division of People's Securities, Inc., and their ultimate parent is People's United Financial, Inc. (NASDAQ: PBCT). | Finance |
| Travelers Corp. | Finance |
Coburn & Meredith, Inc.
Coburn & Meredith, Inc. Investment Banks/BrokersFinance Founded in 1934, Coburn & Meredith, Inc. is a broker-dealer located in Simsbury, Connecticut. The firm clears through Pershing LLC, a division of the Bank of New York. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Coburn & Meredith is a member of the SIPC and FINRA | Finance |
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