![Joshua Aaron Olds](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Joshua Aaron Olds
Portfolio Manager-Equities at New Potomac Partners LLC
Joshua Aaron Olds active positions
Companies | Position | Start | End |
---|---|---|---|
New Potomac Partners LLC
![]() New Potomac Partners LLC Investment ManagersFinance New Potomac Partners LLC is a financial services company based in North Bethesda, MD. The private company offers portfolio management, financial planning, and financial consultation services to their clients. The company prides itself on providing a high level of service to their clients, including access to portfolio managers, customized client reporting, and advanced technology capabilities. The company also has a client learning center to educate their clients on financial matters. The company emphasizes the importance of an educated client and offers information on retirement, investment, estate, insurance, tax, and lifestyle topics. The company was founded in 2014 by David Lawrence Straus. | Portfolio Manager-Equities | 2014-11-30 | - |
Career history of Joshua Aaron Olds
Former positions of Joshua Aaron Olds
Companies | Position | Start | End |
---|---|---|---|
Johnston Lemon Asset Management, Inc.
![]() Johnston Lemon Asset Management, Inc. Investment ManagersFinance Founded in 1995, Johnston Lemon Asset Management, Inc. is a registered investment advisor located in Washington, DC. The firm is a wholly owned subsidiary of Johnston, Lemon & Co., Inc. They provide independent advisory services to institutional and private clients. | Portfolio Manager-Equities | 2005-11-30 | 2014-11-30 |
Portfolio Manager-Fixed Income | 2005-11-30 | 2014-11-30 | |
The Jewish Federation of Greater Washington, Inc.
![]() The Jewish Federation of Greater Washington, Inc. Miscellaneous Commercial ServicesCommercial Services The Jewish Federation of Greater Washington, Inc. operates as a foundation serving Jewish households. It offers services in education, populations, overseas, emergency response, inclusion and Jewish identity. The company was founded in 2010 North Bethesda, MD. | Director/Board Member | 2011-05-15 | - |
Training of Joshua Aaron Olds
University of Pennsylvania | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 1 |
Director/Board Member | 1 |
Sectoral
Finance | 3 |
Commercial Services | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Johnston Lemon Asset Management, Inc.
![]() Johnston Lemon Asset Management, Inc. Investment ManagersFinance Founded in 1995, Johnston Lemon Asset Management, Inc. is a registered investment advisor located in Washington, DC. The firm is a wholly owned subsidiary of Johnston, Lemon & Co., Inc. They provide independent advisory services to institutional and private clients. | Finance |
The Jewish Federation of Greater Washington, Inc.
![]() The Jewish Federation of Greater Washington, Inc. Miscellaneous Commercial ServicesCommercial Services The Jewish Federation of Greater Washington, Inc. operates as a foundation serving Jewish households. It offers services in education, populations, overseas, emergency response, inclusion and Jewish identity. The company was founded in 2010 North Bethesda, MD. | Commercial Services |
New Potomac Partners LLC
![]() New Potomac Partners LLC Investment ManagersFinance New Potomac Partners LLC is a financial services company based in North Bethesda, MD. The private company offers portfolio management, financial planning, and financial consultation services to their clients. The company prides itself on providing a high level of service to their clients, including access to portfolio managers, customized client reporting, and advanced technology capabilities. The company also has a client learning center to educate their clients on financial matters. The company emphasizes the importance of an educated client and offers information on retirement, investment, estate, insurance, tax, and lifestyle topics. The company was founded in 2014 by David Lawrence Straus. | Finance |
- Stock Market
- Insiders
- Joshua Aaron Olds
- Experience