John Benjamin Gjertsen
Corporate Officer/Principal at D.L. Blain & Co. LLC (Private Equity)
Profile
Mr. John B.
Gjertsen, CFA, is a Senior Wealth Advisor & Partner at BlueSky Wealth Advisors LLC and a Wealth Planner at D.L.
Blain & Co. LLC (Private Equity).
He is responsible for formulating and implementing standard financial planning strategies and managing day-to-day client advisory needs.
Mr. Gjertsen spent two years as a financial adviser in Orlando, Florida.
Prior to becoming an advisor, he spent 11 years as a software developer.
He was previously employed at Steadfast Capital Management LP.
He holds dual degrees in Computational and Applied Mathematics and Managerial Studies from Rice University in Houston, Texas.
John Benjamin Gjertsen active positions
| Companies | Position | Start |
|---|---|---|
D.L. Blain & Co. LLC (Private Equity)
 D.L. Blain & Co. LLC (Private Equity) Investment ManagersFinance D.L. Blain & Co. LLC (Private Equity) is the private equity arm of D.L. Blain & Co. LLC a New Bern, North Carolina-based investment management firm | Corporate Officer/Principal | 18/06/2010 |
BlueSky Wealth Advisors LLC
 BlueSky Wealth Advisors LLC Investment ManagersFinance BlueSky Wealth Advisors LLC (BlueSky) is a SEC-registered investment advisor and wealth manager headquartered in New Bern, North Carolina. The firm was founded by David L. Blain in 1999 as D.L. Blain & Co. They are owned by BlueSky WA Holdings LLC, which in turn is owned by BlueSky Management Team LLC. BlueSky offers investment advisory services to individuals, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Trading-Equity | 01/01/2010 |
Former positions of John Benjamin Gjertsen
| Companies | Position | End |
|---|---|---|
Steadfast Capital Management LP
 Steadfast Capital Management LP Investment ManagersFinance Steadfast Capital Management LP (SCM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. Founded in 1997, the firm serves as discretionary investment manager to private investment funds that are currently offered only to financially sophisticated institutional and high-net-worth investors. | Corporate Officer/Principal | - |
Training of John Benjamin Gjertsen
| Rice University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
| Private companies | 3 |
|---|---|
D.L. Blain & Co. LLC (Private Equity)
D.L. Blain & Co. LLC (Private Equity) Investment ManagersFinance D.L. Blain & Co. LLC (Private Equity) is the private equity arm of D.L. Blain & Co. LLC a New Bern, North Carolina-based investment management firm | Finance |
Steadfast Capital Management LP
Steadfast Capital Management LP Investment ManagersFinance Steadfast Capital Management LP (SCM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. Founded in 1997, the firm serves as discretionary investment manager to private investment funds that are currently offered only to financially sophisticated institutional and high-net-worth investors. | Finance |
BlueSky Wealth Advisors LLC
BlueSky Wealth Advisors LLC Investment ManagersFinance BlueSky Wealth Advisors LLC (BlueSky) is a SEC-registered investment advisor and wealth manager headquartered in New Bern, North Carolina. The firm was founded by David L. Blain in 1999 as D.L. Blain & Co. They are owned by BlueSky WA Holdings LLC, which in turn is owned by BlueSky Management Team LLC. BlueSky offers investment advisory services to individuals, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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