Profile
Mr. Jason M.
Giffin, CFA, is Investment Analyst at Roble Belko & Co. since March 2005.
Prior to that, he served as Senior Performance Analyst for Russell/Mellon Analytical Services.
Prior to Russell/Mellon, he worked for the Global Securities department and the Operations Training areas at Mellon Financial, where he focused on trade settlement, relationship management support, and training of new operations employees.
Mr. Griffin graduated from California University of Pennsylvania with a Bachelor of Business degree in Finance in 1996.
He is a Chartered Financial Analyst Level III Candidate.
Former positions of Jason M. Giffin
| Companies | Position | End |
|---|---|---|
Mellon Financial Corp.
Mellon Financial Corp. Investment ManagersFinance Provides financial services | Corporate Officer/Principal | - |
Russell Mellon Analytical Services LLC
Russell Mellon Analytical Services LLC Internet Software/ServicesTechnology Services Provides institutional investment information services | Corporate Officer/Principal | - |
Roble Belko & Co., Inc
Roble Belko & Co., Inc Investment ManagersFinance Roble takes an approach to investing that is tailored to each client’s unique set of circumstances. For each client, the firm uses a multi-step process to construct and maintain investment portfolios. They construct an account using three asset categories – equity, fixed income, and alternative assets – in proportions appropriate for the selected allocation strategy. Roble follows a “core/satellite” investment approach with regards to a client’s overall asset allocation. | Analyst-Equity | - |
Training of Jason M. Giffin
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Mellon Financial Corp.
Mellon Financial Corp. Investment ManagersFinance Provides financial services | Finance |
Russell Mellon Analytical Services LLC
Russell Mellon Analytical Services LLC Internet Software/ServicesTechnology Services Provides institutional investment information services | Technology Services |
Roble Belko & Co., Inc
Roble Belko & Co., Inc Investment ManagersFinance Roble takes an approach to investing that is tailored to each client’s unique set of circumstances. For each client, the firm uses a multi-step process to construct and maintain investment portfolios. They construct an account using three asset categories – equity, fixed income, and alternative assets – in proportions appropriate for the selected allocation strategy. Roble follows a “core/satellite” investment approach with regards to a client’s overall asset allocation. | Finance |
California University of Pennsylvania
California University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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