Perfil
Mr. James T.
Englert is a Founder at High Falls Advisors, Inc. At HFA, he provides clients with guidance focused on the broad topic of financial planning, including all the disciplines.
He tends to begin a planning engagement by discussing the current issues that are top of mind to the client.
He has played an important role in developing the professional aspects of financial planning in New York State.
He received his undergraduate degree from Rochester Institute of Technology.
Cargos activos de Jim Englert
| Empresas | Cargo | Inicio |
|---|---|---|
High Falls Advisors, Inc.
 High Falls Advisors, Inc. Investment ManagersFinance High Falls Advisors, Inc. (HFA) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm was founded by James McBride and James Englert in 2008 as a successor to James H. McBride, R.I.A. (formed in 1986). In 2012, the Founders changed the corporate structure from an LLC to a corporation. HFA provides management services to individuals, charitable foundations, small businesses, and trusts and estates. The majority of their clients are individual investors. | Fundador | 01/01/2008 |
Formación de Jim Englert.
| Rochester Institute of Technology | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
High Falls Advisors, Inc.
High Falls Advisors, Inc. Investment ManagersFinance High Falls Advisors, Inc. (HFA) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm was founded by James McBride and James Englert in 2008 as a successor to James H. McBride, R.I.A. (formed in 1986). In 2012, the Founders changed the corporate structure from an LLC to a corporation. HFA provides management services to individuals, charitable foundations, small businesses, and trusts and estates. The majority of their clients are individual investors. | Finance |
- Bolsa de valores
- Insiders
- Jim Englert
