Joseph Mazon

About Joseph Mazon

Specialties: Portfolio Management, Strategy, Client Services, Trading…

Experience

1. Executive Vice President and Treasurer

   Nevada Trust Company

   May 2018 — Present

   Nevada Trust Company (NTC) is active serving in traditional trust roles as a fiduciary, including asset protection and estate planning with corporate finance dimensions, IPO planning, merger and acquisition structuring, and work in conjunction with attorneys nationally and internationally. Additionally, NTC offers treasury and cash management services for individuals, foundations, universities and business clients. NTC uses asset protection trusts, a category pioneered by NTC and continue to be active in administering in Nevada, which is recognized as the superior solution for global and U.S. clients seeking a favorable domicile. Currently, decanting trusts from offshore domiciles into Nevada is an active business. NTC’s investment management capabilities are nationally recognized and supported by a board with a demonstrated track record that is utilized actively in focusing business development activities. NTC delegates investment management responsibilities to cooperating investment managers pursuant to Nevada statutes. In this manner, NTC cooperates with skilled investment managers globally whose clients seek a domicile specifically to benefit from asset protection statutes that are ranked as the best in the nation. State rankings are available on NTC’s website

Education

• University of Hartford

  MBA, Finance

  1989 — 1992

Skills

• Risk Management
• Alm
• Fixed Income
• Securities
• Money Market
• Capital Markets
• Alternative Investments
• Derivatives
• Hedge Funds
• Portfolio Management
• Private Equity
• Series 7
• Life Insurance
• Equities
• Asset Allocation
• Structured Products
• Series 63
• Management
• Investment Banking
• Investment Strategies
• Financial Modeling
• Bloomberg
• Financial Analysis
• Valuation
• Asset Management
• Investment Management
• Investments
• Bonds
• Trading