Perfil
Mr. James D.
Gaunt is a Senior Portfolio Manager at Formidable Asset Management LLC.
Mr. Gaunt joined the firm in April of 2017 after 19 years of delivering custom financial solutions to area individuals and institutions.
He brings his experience in banking, brokerage, insurance, and financial planning to the team.
He was educated at Xavier University and the University of Cincinnati, and earned a bachelor’s degree in marketing.
He holds the Accredited Asset Management Specialist (AAMS) through the College for Financial Planning (CFP), and Chartered Wealth Advisor (CWA) from Michigan State University of Business.
Cargos activos de Jim Gaunt
| Empresas | Cargo | Inicio |
|---|---|---|
Formidable Asset Management LLC
 Formidable Asset Management LLC Investment ManagersFinance Formidable Asset Management LLC provides investment advice. The private company is based in Cincinnati, OH and has subsidiaries in the United States. The company was founded in 2013 by William Bush Brown and Benjamin McBurney Blemker. William Bush Brown has been the CEO since 2013. | Gestor de Cartera-Acciones | 01/04/2017 |
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| Empresas privadas | 1 |
|---|---|
Formidable Asset Management LLC
Formidable Asset Management LLC Investment ManagersFinance Formidable Asset Management LLC provides investment advice. The private company is based in Cincinnati, OH and has subsidiaries in the United States. The company was founded in 2013 by William Bush Brown and Benjamin McBurney Blemker. William Bush Brown has been the CEO since 2013. | Finance |
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