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Experienced portfolio manager and wealth advisor at multi-family office focused on alternative investments. Over 12 years of experience in fund of funds portfolio management, due diligence, operations, and risk management. Deep knowledge in managed futures, hedge funds, private equity, and private debt. Innovative and creative problem solver. Patient and thoughtful mentor with a passion for serving others with excellence. Foundation for leadership and business philosophy formed through service to country as military veteran (naval officer) and completion of Kellogg School of Management MBA with distinction. Dedicated family man with highly regarded ethical and moral principles.
Promus Capital
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Vp - Investment AdvisorPromus Capital Jan 2019 - PresentChicago, Illinois, United StatesPromus Capital is a multi-family investment office focused on alternative investments. The traditional approach to asset allocation generally fails to meet the needs of families we serve. Our goal is to tailor a personalized portfolio to meet our client’s investment objectives. Promus develops portfolios with the intent to withstand the ups and downs of the market. We diversify portfolios by using alternative investments to complement the traditional asset classes. The investment plans are individually suited to each family’s desired objectives, and we select managers to achieve proper diversification and risk management in each portfolio. As of 2021, Promus is serving over 40 families and over $1.5B in assets.
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Senior Portfolio ManagerPromus Capital, Llc Jun 2012 - Jun 2019ChicagoPromus is a Multi-Family Office with expertise in alternative investments (Venture Capital, Private Equity, Real Estate, Micro-Finance, Hedge Funds, Managed Futures, etc.). Investment Committee Member for multiple Fund of Hedge FundsRisk Committee Member for several fundsCreator and sole PM for managed futures Fund of Funds.
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Chief Operations OfficerTriad Trading Jun 2012 - May 2019Chicago, IlTriad Trading, LLC is a subsidiary of Promus Asset Management which is owned by Promus Holdings
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Director Of Ucits Projects And Investment AnalystEfficient Capital Management May 2008 - Jul 2012Efficient Capital is a Fund of Funds in the Managed Futures space (Alternative Investments - Futures/FX)
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Director Of Operations And Strategic Business DevelopmentThe Livingstone Corporation Oct 2004 - May 2008
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Associate Professor Of Naval ScienceNorthwestern University, Dept. Of Naval Science Jul 2002 - Oct 2004University Faculty - taught Marine Navigation and Naval OperationsNavy ROTC Instructor - First and Second Class Adviser, Sailing Instructor, PAO -
Surface Warfare Officer - Nuclear Power Sub-SpecialtyUs Navy Jun 1997 - Jul 2002Officer of the Deck onboard USS GEORGE WASHINGTON (CVN-73)Propulsion Plant Watch Officer onboard USS GEORGE WASHINGTON (CVN-73)Nuclear Reactor Plant Division Officer onboard USS GEORGE WASHINGTON (CVN-73)Lieutenant (O-3)Department of Energy's Nuclear Engineering Officer Certification
Jake Barton Skills
Jake Barton Education Details
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Management And Strategy,Entrepreneurship & Innovation, Marketing -
Mechanical Engineering, Industrial Psychology -
Wchs
Frequently Asked Questions about Jake Barton
What company does Jake Barton work for?
Jake Barton works for Promus Capital
What is Jake Barton's role at the current company?
Jake Barton's current role is Investment Advisor at Promus Capital, LLC.
What is Jake Barton's email address?
Jake Barton's email address is ja****@****hoo.com
What is Jake Barton's direct phone number?
Jake Barton's direct phone number is +131278*****
What schools did Jake Barton attend?
Jake Barton attended Northwestern University - Kellogg School Of Management, Northwestern University, Wchs.
What skills is Jake Barton known for?
Jake Barton has skills like Alternative Investments, Portfolio Management, Hedge Funds, Asset Management, Investments, Equities, Trading, Due Diligence, Managed Futures, Fund Of Funds, Investment Management, Asset Managment.
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Jake Barton
Head Of Feasibility And Acquisition: Pricing Planning And Strategy | Interested In Investment Management, Investment Analysis And Data AnalysisSandy, Ut -
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1generac.com
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1rndc-usa.com
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