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Jonathan Orseck
Founder at volScout LLC
Jonathan Orseck active positions
Companies | Position | Start | End |
---|---|---|---|
volScout LLC
![]() volScout LLC Investment ManagersFinance Part of Franklin Resources, Inc., volScout LLC is a company that provides wealth management services. The company is based in Westport, CT. volScout was acquired by Franklin Resources, Inc. on May 02, 2023. The company was founded by Bradley Scott Berggren, Jonathan Orseck. | Founder | 31/12/2020 | - |
Corporate Officer/Principal | 31/12/2020 | - | |
Franklin Managed Options Strategies LLC
![]() Franklin Managed Options Strategies LLC Investment ManagersFinance Part of Franklin Resources, Inc., Franklin Managed Options Strategies LLC is a company that provides investment advice. The company is based in Westport, CT. Founded in 2023. | Chief Investment Officer | 30/04/2023 | - |
Head of Private Banking | 30/04/2023 | - |
Career history of Jonathan Orseck
Former positions of Jonathan Orseck
Companies | Position | Start | End |
---|---|---|---|
Kidder, Peabody & Co., Inc.
![]() Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | 31/12/1992 | 31/12/1995 |
ROYAL BANK OF CANADA | Director/Board Member | 31/12/1992 | 31/12/1995 |
EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND | Corporate Officer/Principal | 11/07/2010 | - |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - | - |
Banc of America Investment Advisors, Inc. | Corporate Officer/Principal | - | - |
Training of Jonathan Orseck
University of Pennsylvania | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Statistics
International
United States | 9 |
Canada | 2 |
Operational
Corporate Officer/Principal | 5 |
Director/Board Member | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 7 |
Consumer Services | 3 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
ROYAL BANK OF CANADA | Finance |
Private companies | 6 |
---|---|
Banc of America Investment Advisors, Inc. | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Kidder, Peabody & Co., Inc.
![]() Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
Eaton Vance Tax-Managed Buy-Write Strategy Fund
![]() Eaton Vance Tax-Managed Buy-Write Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Advantaged Bond & Option Strategies Fund is a closed-end investment fund. The Fund's investment objective is to provide tax-advantaged current income and gains. The company was founded in 2005 and is headquartered in Boston, MA. | Miscellaneous |
volScout LLC
![]() volScout LLC Investment ManagersFinance Part of Franklin Resources, Inc., volScout LLC is a company that provides wealth management services. The company is based in Westport, CT. volScout was acquired by Franklin Resources, Inc. on May 02, 2023. The company was founded by Bradley Scott Berggren, Jonathan Orseck. | Finance |
Franklin Managed Options Strategies LLC
![]() Franklin Managed Options Strategies LLC Investment ManagersFinance Part of Franklin Resources, Inc., Franklin Managed Options Strategies LLC is a company that provides investment advice. The company is based in Westport, CT. Founded in 2023. | Finance |
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