Jason Gary Allen
Portfolio Manager-Equities at Chatham Capital Group, Inc.
Profile
Mr. Jason G.
Allen, CFA MBA, is a Principal at Chatham Capital Group, Inc. he joine dthe firm in 2014.
He is responsible for portfolio management and investment strategy.
From 2010 to 2014, he was responsible for portfolio management and investment strategy at Boys, Arnold & Company’s Hilton Head Island office.
From 2002 to 2009, he was a managing partner at Atlanta Equity Research in Atlanta.
From 1998 to 2002, he was an equity research analyst at SunTrust Robinson Humphrey and from 1996 to 1998, a financial analyst at Delta Airlines, both in Atlanta.
He received a B.S.
in finance in 1994 and obtained his M.B.A.
in 1996 from Wake Forest University.
Jason Gary Allen active positions
Companies | Position | Start |
---|---|---|
Chatham Capital Group, Inc.
Chatham Capital Group, Inc. Investment ManagersFinance Founded in 1996, Chatham capital Group, Inc. is a registered investment advisor located in Savannah, Georgia. The firm manages marketable securities on a discretionary basis for private individuals, as well as trusts, retirement plans, endowments and foundations | Portfolio Manager-Equities | 01/01/2014 |
Former positions of Jason Gary Allen
Companies | Position | End |
---|---|---|
Crestridge Capital Management LLC
Crestridge Capital Management LLC Investment ManagersFinance Founded in 2006 by Jason Allen and Joe Tracy, Crestridge Capital Management LLC is a hedge fund manager located in Atlanta. They manage the Crestridge Validus Fund LP, the Crestridge Validus Fund II LP and the Crestridge Capital Long/Short Offshore Fund. | Portfolio Manager-Equities | 31/12/2009 |
Boys, Arnold & Co., Inc.
Boys, Arnold & Co., Inc. Investment ManagersFinance Founded in 1977, Boys, Arnold & Co., Inc. is a wealth management firm and registered investment advisor located in Asheville, North Carolina. The firm provides investment counsel and financial planning for individuals, organizations and institutions. | Investment Committee Member | - |
Atlanta Equity Research LLC
Atlanta Equity Research LLC Investment Banks/BrokersFinance Atlanta Equity Research LLC (AER) is an independent research firm located in Atlanta. The firm provides small- and mid-cap institutional equity research. They identify and investigate companies they believe are significantly mispriced, focusing on the consumer and business services sectors. AER issues only buy and sell recommendations and requires a 30% or more potential increase (decrease) from the initial recommendation. The firm performs market position analysis to study industry outlook, competition and growth characteristics. This is followed by a business model audit in which they contact customers and suppliers, conduct surveys and develop multi-level company contacts. After identifying key variables, AER creates scenarios to test sensitivity of assumptions and to refine their financial forecast. Each idea is under continuous review, as AER maintains constant communication with management, revisits modeling assumptions and assesses impact of macro and competitive events | Director of Research - Equity | - |
Training of Jason Gary Allen
Wake Forest University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Atlanta Equity Research LLC
Atlanta Equity Research LLC Investment Banks/BrokersFinance Atlanta Equity Research LLC (AER) is an independent research firm located in Atlanta. The firm provides small- and mid-cap institutional equity research. They identify and investigate companies they believe are significantly mispriced, focusing on the consumer and business services sectors. AER issues only buy and sell recommendations and requires a 30% or more potential increase (decrease) from the initial recommendation. The firm performs market position analysis to study industry outlook, competition and growth characteristics. This is followed by a business model audit in which they contact customers and suppliers, conduct surveys and develop multi-level company contacts. After identifying key variables, AER creates scenarios to test sensitivity of assumptions and to refine their financial forecast. Each idea is under continuous review, as AER maintains constant communication with management, revisits modeling assumptions and assesses impact of macro and competitive events | Finance |
Crestridge Capital Management LLC
Crestridge Capital Management LLC Investment ManagersFinance Founded in 2006 by Jason Allen and Joe Tracy, Crestridge Capital Management LLC is a hedge fund manager located in Atlanta. They manage the Crestridge Validus Fund LP, the Crestridge Validus Fund II LP and the Crestridge Capital Long/Short Offshore Fund. | Finance |
Boys, Arnold & Co., Inc.
Boys, Arnold & Co., Inc. Investment ManagersFinance Founded in 1977, Boys, Arnold & Co., Inc. is a wealth management firm and registered investment advisor located in Asheville, North Carolina. The firm provides investment counsel and financial planning for individuals, organizations and institutions. | Finance |
Chatham Capital Group, Inc.
Chatham Capital Group, Inc. Investment ManagersFinance Founded in 1996, Chatham capital Group, Inc. is a registered investment advisor located in Savannah, Georgia. The firm manages marketable securities on a discretionary basis for private individuals, as well as trusts, retirement plans, endowments and foundations | Finance |
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