Mark McEvily

Dayton , OH (USA)
Role(s):
C-Level Executive (CEO, CFO, etc.)

Jessup Wealth Management

Location: Dayton
Range: Below $10k - Above $10 Mil
Investor Type: Venture Capital
Accredited: Yes
Description: Jessup Wealth Management (JWM) was founded in 2009. The firm was built with a focus on the following principles: Hard work, trust, transparency, and integrity. JWM excels in providing proactive, discretionarily managed portfolios combined with comprehensive planning services that unite every aspect of your financial well-being Today, JWM serves individuals, businesses, foundations, trusts, partnerships, not-for-profit organizations, and retirement plans. To us, managing wealth shouldn’t include cookie-cutter investment models or boilerplate financial plans
Funding Types:
  • Equity Funding (VC, Angel, PE)
  • Commercial Mortgage/Lease
  • Operational/Growth Funding
Industries:
  • Finance
  • Investing
  • Consulting
  • Insurance
  • Manufacturing
Investment Regions:
  • United States
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MH
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY