JT
Jason Thonssen
Director Of Client Services at Ballast Rock Private Wealth
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Work Experience
Director Of Client Services
Aug 2022 - Present · 2 years and 5 months
Senior Client Service Associate
Nov 2020 - Aug 2022 · 1 years and 9 months
Client Service Specialist
Feb 2016 - Nov 2020 · 4 years and 9 months
Company Details
The needs of high-net-worth individuals go beyond what most wealth managers provide with traditional liquid market portfolio management strategies. Ballast Rock Private Wealth was born with the understanding that knowledge of private-market opportunities adds a layer of diversification and volatility reduction to investors’ portfolios. As a client of Ballast Rock Private Wealth, our wealth managers keep in mind what’s important to you: family, financial security, growth, and future goals. With a focus on individuals and families, business owners, entrepreneurs and family offices seeking objective, unbiased guidance, with a particular focus on alternative investments. Ballast Rock Private Wealth operates as part of Ballast Rock Group, which has deep experience in private equity, real estate, and venture capital investing. For more information, please visit us at ballastrockpw.com.
Year Founded
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Industry
Financial Services
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