Profile
Mr. Jonathan E.
Lohr, CFA, is a Research Director at Advisory Alpha LLC.
He has a diverse background in corporate finance and investment management.
He manages the daily investment research and portfolio management responsibilities for the investment team which involves asset allocation research, fund monitoring and due diligence, investment strategy evaluation and implementation, and performance monitoring.
Jon Lohr active positions
| Companies | Position | Start |
|---|---|---|
Advisory Alpha LLC
Advisory Alpha LLC Investment ManagersFinance Advisory Alpha aims to deliver optimal total return (growth and income) through an actively managed investment approach. The firm provides a variety of investment strategies designed for a wide range of investors with diverse wealth management objectives. Their portfolios are extensively diversified across traditional and specialized investment types including stocks, bonds, foreign investments, hard assets, and hybrid securities. | Director of Research - Equity | 01/01/2024 |
Training of Jon Lohr
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 2 |
|---|---|
Grand Valley State University (Michigan)
Grand Valley State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Advisory Alpha LLC
Advisory Alpha LLC Investment ManagersFinance Advisory Alpha aims to deliver optimal total return (growth and income) through an actively managed investment approach. The firm provides a variety of investment strategies designed for a wide range of investors with diverse wealth management objectives. Their portfolios are extensively diversified across traditional and specialized investment types including stocks, bonds, foreign investments, hard assets, and hybrid securities. | Finance |
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