Brian G. Jame
Director de Investigación - Acciones en Ullmann Wealth Partners Group LLC .
Cargos activos de Brian G. Jame
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Ullmann Wealth Partners Group LLC
 Ullmann Wealth Partners Group LLC Investment ManagersFinance Ullmann Wealth Partners Group LLC (UWP) is a wealth management firm and registered investment advisor headquartered in Jacksonville Beach, Florida. In 2022, the firm has acquired the investment advisory business of Ullmann Financial Group, Inc. (dba Ullmann Wealth Partners), which was founded by Glenn Ulmann in 2000. It is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). UWP offers a diverse range of wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Director de Investigación - Acciones | 01/02/2016 | - |
| Gestor de Cartera-Acciones | 01/02/2016 | - |
Historial de carrera de Brian G. Jame
Formación de Brian G. Jame.
| The University of Chicago Booth School of Business | Masters Business Admin |
| Miami University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 4 |
Operativa
| Director of Research - Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Masters Business Admin | 1 |
Sectorial
| Consumer Services | 3 |
| Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Ullmann Wealth Partners Group LLC
Ullmann Wealth Partners Group LLC Investment ManagersFinance Ullmann Wealth Partners Group LLC (UWP) is a wealth management firm and registered investment advisor headquartered in Jacksonville Beach, Florida. In 2022, the firm has acquired the investment advisory business of Ullmann Financial Group, Inc. (dba Ullmann Wealth Partners), which was founded by Glenn Ulmann in 2000. It is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). UWP offers a diverse range of wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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