Jon Zeschin

Role: Partner CEO at Essential Investment Partners, Llc
Location: Denver, CO, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Jon Zeschin

Essential Investment Partners provides investment advisory services to individuals…

Experience

Partner CEO
Essential Investment Partners, Llc
Jan 2009 — Present
Partner/CEO of investment counsel firm managing more than $150 million (12/31/22) of client assets.

Skills

Closed-End Funds
Audit Committee
Hedge Funds
Investment Advisory
Stocks
Wealth Management
Portfolio Management
Personal Financial Planning
Estate Planning
Asset Allocation
Financial Analysis
Investments
Board Governance
Mutual Funds

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@essentialinvestment.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Essential Investment Partners, Llc

Investment Management · 4 employees · Founded 2001 · Denver, Colorado, United States

Essential Investment Partners is an independent,\"fee-only\" investment advisory and wealth management firm managing more than $200 million (12/31/21) of assets for individuals, families, foundations and other institutions. We provide a broad range of institutional quality investment services, conducting all investment research internally and focusing on consistent returns with controlled risk. Wealth management clients receive a highly personalized and customized set of services including personal financial advice, investment policy preparation, asset allocation, portfolio management and coordination with legal and accounting advisers. Because of the labor intensive nature of these engagements, new clients are accepted by referral only from existing clients, legal and accounting advisers and other professional contacts.

essentialinvestment.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Jon Zeschin

Experience

Partner CEO

Skills

Find verified contacts for anyone on LinkedIn