Jonathan Waide, CFA, is an experienced Portfolio Manager at Regions Bank, specializing in private wealth management. They have a rich background in the investment management industry, having previously served as a Financial Advisor and Portfolio Manager at Wealthview Capital, LLC, and worked as a Trader/Analyst at Medley and Brown, LLC. Jonathan holds an MBA in Finance from Mississippi College and dual Bachelor’s degrees in Banking & Finance and Marketing from Mississippi State University. As a CFA Charterholder, they are dedicated to delivering effective investment strategies that enhance client success.
Location
Ridgeland, United States
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