Jason Terrance Thomas
Chief Executive Officer at PORTFOLIO DESIGN LABS LLC
Profile
Jason Terrance Thomas is currently the Chief Executive Officer at Portfolio Design Labs LLC since 2021.
Prior to this, he was the Chief Investment Officer & Chairman at Aspiriant LLC from 2008 to 2014, and then the Chief Investment Officer at AssetMark, Inc. from 2014 to 2021.
He also briefly served as the Chief Investment Officer at AssetMark Financial Holdings, Inc. in 2021.
Dr. Thomas received his undergraduate and doctorate degrees from the University of Southern California in 1994 and 2000 respectively, and his MBA from Stanford Graduate School of Business in 2000.
Jason Terrance Thomas active positions
Companies | Position | Start |
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PORTFOLIO DESIGN LABS LLC
PORTFOLIO DESIGN LABS LLC Investment ManagersFinance Portfolio Design Labs LLC provides investment advice. The private company is based in Encino, CA. The company was founded in 2021. Jason Terrance Thomas has been the CEO of the company since 2021. | Chief Executive Officer | 31/10/2021 |
Former positions of Jason Terrance Thomas
Companies | Position | End |
---|---|---|
ASSETMARK FINANCIAL HOLDINGS, INC. | Chief Investment Officer | 31/08/2021 |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Head-Equity Investments | 31/08/2021 |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Chief Investment Officer | - |
Training of Jason Terrance Thomas
University of Southern California | Doctorate Degree |
Stanford Graduate School of Business | Masters Business Admin |
Experiences
Positions held
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Private companies
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1st degree connections
1st degree companies
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Linked companies
Listed companies | 1 |
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ASSETMARK FINANCIAL HOLDINGS, INC. | Finance |
Private companies | 3 |
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AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Finance |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Finance |
PORTFOLIO DESIGN LABS LLC
PORTFOLIO DESIGN LABS LLC Investment ManagersFinance Portfolio Design Labs LLC provides investment advice. The private company is based in Encino, CA. The company was founded in 2021. Jason Terrance Thomas has been the CEO of the company since 2021. | Finance |
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