Mark McEvily
Dayton , OH (USA)
Role(s):
C-Level Executive (CEO, CFO, etc.)
Jessup Wealth Management
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Investor
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