Arthur Jones, CFA is a seasoned investment professional and Managing Principal of Strategic Wealth Management Solutions, LLC since 2009. Experience U.S. Trust, Norfolk, VA, 2001-2009, Portfolio Manager responsible for approximately $370 M illion in trust, individual, IRA, and philanthropic investment accounts

Arthur Jones Arthur joined Columbia Pacific in 2020 as an analyst for our Capital Markets team. Prior to joining CPA, Arthur worked as a commercial real estate appraiser.

CFA® - Chartered Financial Analyst is issued by the CFA Institute. The CFA Program is a graduate-level self-study program that combines a broad-based curriculum of investment principles with professional conduct requirements.

Arthur Jones Arthur joined Columbia Pacific in 2020 as an analyst for our Capital Markets team. Prior to joining CPA, Arthur worked as a commercial real estate appraiser.

2023 is about playing defense, preparing for ofense. With a recession likely, we think it is appropriate for investors to think defensively by focusing on resilient cash flows and capital value preservation. The strategic relative value of debt is very compelling.

Executive Committee. President: Amy Wierenga, Head of Financial & Model Risk, PNC Financial Services Vice President: Edward Aw, Head of Quantitative Strategies, Bessemer Trust Secretary: Kenneth Hightower, Director of Quantitative Analytics, East Rock Capital (former) Treasurer: Jess Stauth, Chief Investment Officer, Systematic Equity, …

Arthur Jones LL.C. seeks to offer superior, hands on service, through open communication, local accessibility, and an irreproachable investment ethic. As a fee only advisory firm, Arthur Jones LL.C. has eliminated the commission tainted investment recommendation.

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