Jay Levesque, Cfa

Jay Levesque, Cfa Email and Phone Number

Partner and Chief Investment Officer @ Basecamp Wealth Advisors
Boise, ID, US
Jay Levesque, Cfa's Location
Boise Metropolitan Area, United States
Jay Levesque, Cfa's Contact Details
About Jay Levesque, Cfa

Jay Levesque, Cfa is a Partner and Chief Investment Officer at Basecamp Wealth Advisors. He possess expertise in portfolio management, investments, asset allocation, equities, alternative investments and 11 more skills.

Jay Levesque, Cfa's Current Company Details
Basecamp Wealth Advisors

Basecamp Wealth Advisors

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Partner and Chief Investment Officer
Boise, ID, US
Website:
merceradvisors.com
Employees:
413
Jay Levesque, Cfa Work Experience Details
  • Basecamp Wealth Advisors
    Partner And Chief Investment Officer
    Basecamp Wealth Advisors
    Boise, Id, Us
    View
  • Mercer Advisors
    Wealth Advisor
    Mercer Advisors May 2024 - Present
    Boise Metropolitan Area
    View
  • The Clarius Group
    Principal
    The Clarius Group Jul 2021 - May 2024
    Seattle, Washington, United States
    View
  • Laird Norton Wealth Management
    Director, Alternative Investment Research
    Laird Norton Wealth Management Dec 2020 - Jun 2021
    Seattle, Washington, United States
  • Filament Llc
    Director Of Investment Research
    Filament Llc Jan 2019 - Dec 2020
    Seattle, Washington, United States
  • Filament Llc
    Investment Research Analyst
    Filament Llc Jul 2015 - Dec 2018
    Seattle, Washington, United States
  • J.P. Morgan
    Associate
    J.P. Morgan Jul 2014 - May 2015
    New York, New York, United States
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  • J.P. Morgan
    Analyst
    J.P. Morgan Jul 2011 - Jun 2014
    New York, New York, United States
    View
  • J.P. Morgan
    Summer Analyst
    J.P. Morgan Jun 2010 - Aug 2010
    Greater New York City Area
    View

Jay Levesque, Cfa Skills

Portfolio Management Investments Asset Allocation Equities Alternative Investments Microsoft Excel Mutual Funds Wealth Management Strategic Financial Planning Strategy Management Financial Modeling Finance Social Media Data Analysis Access

Jay Levesque, Cfa Education Details

Frequently Asked Questions about Jay Levesque, Cfa

What company does Jay Levesque, Cfa work for?

Jay Levesque, Cfa works for Basecamp Wealth Advisors

What is Jay Levesque, Cfa's role at the current company?

Jay Levesque, Cfa's current role is Partner and Chief Investment Officer.

What is Jay Levesque, Cfa's email address?

Jay Levesque, Cfa's email address is ja****@****oup.com

What schools did Jay Levesque, Cfa attend?

Jay Levesque, Cfa attended Oregon State University.

What skills is Jay Levesque, Cfa known for?

Jay Levesque, Cfa has skills like Portfolio Management, Investments, Asset Allocation, Equities, Alternative Investments, Microsoft Excel, Mutual Funds, Wealth Management, Strategic Financial Planning, Strategy, Management, Financial Modeling.

Who are Jay Levesque, Cfa's colleagues?

Jay Levesque, Cfa's colleagues are Michael Van Boening, Cfp®, Ricp®, Jesse Mignone, Katherine Arakkal, Jessica Caruso, Cfp®, Nick Bond, Linda Bautista, Kailen Huffman.

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