Profile
Jonathan Joseph Scheid currently works at Bellatore, Inc., as Vice President and Focus Partners Advisor Solutions LLC, as President from 2023.
Mr. Scheid also formerly worked at Bellatore Financial, Inc., as President, CIO & Chief Compliance Officer from 2006 to 2018.
Mr. Scheid received his undergraduate degree from Santa Clara University.
Jonathan Scheid active positions
| Companies | Position | Start |
|---|---|---|
Bellatore, Inc.
Bellatore, Inc. Financial ConglomeratesFinance Provides financial services | Corporate Officer/Principal | 24/04/2009 |
Buckingham Strategic Partners LLC
Buckingham Strategic Partners LLC Investment ManagersFinance Focus Partners's services are based on long-term investment strategies incorporating the principles of Modern Portfolio Theory (MPT). Their investment approach is rooted in the belief that markets are efficient and that investors’ returns are determined principally by asset allocation decisions, rather than market timing or stock picking. | President | 01/10/2023 |
Former positions of Jonathan Scheid
| Companies | Position | End |
|---|---|---|
Bellatore Financial, Inc.
Bellatore Financial, Inc. Investment ManagersFinance Bellatore uses a comprehensive set of investment tools and services to deliver consistent investment results for Financial Advisors to use with their clients. The firm develops its investment process based on rigorous research and a disciplined, academically based investment philosophy. Their distinct investment philosophy forms the foundation for all their investment programs, tools and services. | President | 01/05/2018 |
Training of Jonathan Scheid
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 |
|---|---|
Bellatore, Inc.
Bellatore, Inc. Financial ConglomeratesFinance Provides financial services | Finance |
Santa Clara University
Santa Clara University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bellatore Financial, Inc.
Bellatore Financial, Inc. Investment ManagersFinance Bellatore uses a comprehensive set of investment tools and services to deliver consistent investment results for Financial Advisors to use with their clients. The firm develops its investment process based on rigorous research and a disciplined, academically based investment philosophy. Their distinct investment philosophy forms the foundation for all their investment programs, tools and services. | Finance |
Buckingham Strategic Partners LLC
Buckingham Strategic Partners LLC Investment ManagersFinance Focus Partners's services are based on long-term investment strategies incorporating the principles of Modern Portfolio Theory (MPT). Their investment approach is rooted in the belief that markets are efficient and that investors’ returns are determined principally by asset allocation decisions, rather than market timing or stock picking. | Finance |
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