Perfil
Mr. James R.
Perkins is a Managing Director & Head of Advisors at The Mather Group LLC.
As a Wealth Advisor/Regional Leader, he manages and strengthens valuable client relationships through the development and implementation of personalized financial plans tailored to meet their unique needs.
Prior to joining The Mather Group, he served as a Client Relationship Manager at Northern Trust.
Mr. Perkins holds a BS in Finance from Rochester Institute of Technology and an MBA from the Kellogg School of Management at Northwestern University.
Cargos activos de James Remington Perkins
| Empresas | Cargo | Inicio |
|---|---|---|
The Mather Group LLC
The Mather Group LLC Investment ManagersFinance TMG manages model portfolios using an array of equity and fixed income, utilizing an evidence-based approach, and manage accounts in accordance with their client's investment objectives, risk tolerance and other relevant information obtained at the beginning of the advisory relationship. The firm's approach uses fundamental, quantitative, and systematic analysis that is repeatable while seeking to provide tax optimized returns on a risk-appropriate basis. Major strategic investment decisions are supported by TMG’s Investment Committee. | Gestor de Cartera-Acciones | 01/04/2015 |
Antiguos cargos conocidos de James Remington Perkins.
| Empresas | Cargo | Fin |
|---|---|---|
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Corporate Officer/Principal | 31/03/2015 |
Ronin Capital LLC
Ronin Capital LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/07/2012 |
G-Bar LP
G-Bar LP Investment Banks/BrokersFinance G-Bar LP is a private company based in Chicago, IL. Avrum Gray has been the CEOs since incorporation. The company was founded by Avrum Gray. | Corporate Officer/Principal | - |
Formación de James Remington Perkins.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 6 |
|---|---|
Ronin Capital LLC
Ronin Capital LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
G-Bar LP
G-Bar LP Investment Banks/BrokersFinance G-Bar LP is a private company based in Chicago, IL. Avrum Gray has been the CEOs since incorporation. The company was founded by Avrum Gray. | Finance |
The Mather Group LLC
The Mather Group LLC Investment ManagersFinance TMG manages model portfolios using an array of equity and fixed income, utilizing an evidence-based approach, and manage accounts in accordance with their client's investment objectives, risk tolerance and other relevant information obtained at the beginning of the advisory relationship. The firm's approach uses fundamental, quantitative, and systematic analysis that is repeatable while seeking to provide tax optimized returns on a risk-appropriate basis. Major strategic investment decisions are supported by TMG’s Investment Committee. | Finance |
Rochester Institute of Technology
Rochester Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Finance |
Kellogg School of Management
Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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