Jason Whitby
Chief Executive Officer at Stone Point Wealth LLC
Jason Whitby active positions
| Companies | Position | Start | End |
|---|---|---|---|
Stone Point Wealth LLC
 Stone Point Wealth LLC Investment ManagersFinance Stone Point Wealth LLC (SPW) is an independent registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2021 and is principally owned by Alan Jason Whitby and Jeremiah Otto Spritzberg. SPW provides financial planning and investment management for high net-worth clients and institutions. | Chief Executive Officer | 2021-05-31 | - |
| Compliance Officer | 2021-05-31 | - | |
| Founder | 2021-05-31 | - |
Career history of Jason Whitby
Former positions of Jason Whitby
| Companies | Position | Start | End |
|---|---|---|---|
Managed Account Services, Inc.
 Managed Account Services, Inc. Investment ManagersFinance Managed Account Services, Inc. (dba Investor Solutions) is an independent registered investment advisor headquartered in Miami, Florida. The firm was founded by Frank Armstrong in 1993. Investor Solutions offers a variety of advisory services to individuals, family limited partnerships, pension and profit-sharing plans, charitable organizations and foreign government agencies. | Chief Investment Officer | 2018-12-31 | 2021-05-31 |
| Portfolio Manager-Equities | 2007-12-31 | 2021-05-31 | |
Noesis Capital Management Corp.
 Noesis Capital Management Corp. Investment ManagersFinance Noesis Capital Management Corp. (Noesis) is a registered investment advisor and wealth management firm headquartered in Boca Raton, Florida. The firm was founded by Nicolaas “Nico” Letschert and Jeremiah “Jerrry” Spitzberg in 1995 and is a subsidiary of Noesis International Holdings, Inc. Noesis offers investment advisory services to individuals, including high net worth individuals, pensions and profit-sharing plans, charitable organizations, trusts and estates, corporations, and institutions as well as foreign clients. | Portfolio Manager-Equities | - | 2007-01-30 |
Training of Jason Whitby
| Purdue University | Undergraduate Degree |
| Santa Clara University | Masters Business Admin |
Statistics
International
| United States | 6 |
Operational
| Portfolio Manager-Equities | 2 |
| Chief Investment Officer | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Noesis Capital Management Corp.
Noesis Capital Management Corp. Investment ManagersFinance Noesis Capital Management Corp. (Noesis) is a registered investment advisor and wealth management firm headquartered in Boca Raton, Florida. The firm was founded by Nicolaas “Nico” Letschert and Jeremiah “Jerrry” Spitzberg in 1995 and is a subsidiary of Noesis International Holdings, Inc. Noesis offers investment advisory services to individuals, including high net worth individuals, pensions and profit-sharing plans, charitable organizations, trusts and estates, corporations, and institutions as well as foreign clients. | Finance |
Managed Account Services, Inc.
Managed Account Services, Inc. Investment ManagersFinance Managed Account Services, Inc. (dba Investor Solutions) is an independent registered investment advisor headquartered in Miami, Florida. The firm was founded by Frank Armstrong in 1993. Investor Solutions offers a variety of advisory services to individuals, family limited partnerships, pension and profit-sharing plans, charitable organizations and foreign government agencies. | Finance |
Stone Point Wealth LLC
Stone Point Wealth LLC Investment ManagersFinance Stone Point Wealth LLC (SPW) is an independent registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2021 and is principally owned by Alan Jason Whitby and Jeremiah Otto Spritzberg. SPW provides financial planning and investment management for high net-worth clients and institutions. | Finance |
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