Jason T. Hathaway

Chief Investment Officer at

Legacy Wealth Advisors LLC (Florida)

Finance

Consumer Services

Profile

Mr. Jason T.
Hathaway is a Chief Investment Officer at Legacy Wealth Advisors LLC (Florida).
He brings over than 15 years of experience in public equity, private equity and venture capital investing to the team.
He focuses primarily on sourcing and evaluating private investment opportunities across all stages and sectors, including direct investments into private companies as well as institutional fund opportunities, such as private equity, venture capital, hedge funds and structured products.
Mr. Hathaway was previously employed as an Associate by Levine Leichtman Capital Partners, Inc., an Analyst by Lehman Brothers, Inc., and a Principal by NatWest Markets Securities, Inc. He also spent almost a decade at Williams Capital Advisors, LLC.
He holds a bachelor’s degree in economics from Pomona College.

Jason T. Hathaway active positions

Companies	Position	Start
Legacy Wealth Advisors LLC (Florida) Legacy Wealth Advisors LLC (Florida) Investment ManagersFinance Provides investment advice	Chief Investment Officer	31/12/2018

All active positions of Jason T. Hathaway

Former positions of Jason T. Hathaway

Companies	Position	End
Levine Leichtman Capital Partners, Inc. Levine Leichtman Capital Partners, Inc. Investment ManagersFinance Levine Leichtman Capital Partners invests in lower and middle market companies located in the United States with revenues of less than USD 50 million for lower market, revenues of USD 50 - 250 million for middle market, and Europe with revenues of less than EUR 25 million. The fund focuses on companies with operations in the fields of business services, education & training, franchising & multi unit and engineered products. It provides financing in the form of debt and equity for acquisitions and growth capital requirements. The fund acquires non controlling positions and makes follow-on investments.	Private Equity Analyst	29/04/2010
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	-
NatWest Markets Securities, Inc. NatWest Markets Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
NatWest Markets Securities, Inc. NatWest Markets Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Pomona College Pomona College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Levine Leichtman Capital Partners, Inc. Levine Leichtman Capital Partners, Inc. Investment ManagersFinance Levine Leichtman Capital Partners invests in lower and middle market companies located in the United States with revenues of less than USD 50 million for lower market, revenues of USD 50 - 250 million for middle market, and Europe with revenues of less than EUR 25 million. The fund focuses on companies with operations in the fields of business services, education & training, franchising & multi unit and engineered products. It provides financing in the form of debt and equity for acquisitions and growth capital requirements. The fund acquires non controlling positions and makes follow-on investments.	Finance
Legacy Wealth Advisors LLC (Florida) Legacy Wealth Advisors LLC (Florida) Investment ManagersFinance Provides investment advice	Finance