Jim Julian

Miembro del Comité de Inversión en Courier Capital LLC .

77 años

Finance

Consumer Services

Perfil

Mr. James P.
Julian is an Executive Vice President at Courier Capital LLC.
He has been in the investment services industry since 1969.
Prior to joining Robshaw & Julian in 1989, Mr. Julian was a Senior Vice President and Chief Investment Officer for the Western Region of Key Trust Co. Mr. Julian holds an M.A.
in Economics from the State University of New York at Buffalo and a B.A.
from the University of Notre Dame.

Cargos activos de Jim Julian

Empresas	Cargo	Inicio
Courier Capital LLC Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans.	Miembro del Comité de Inversión	-

Todos los cargos activos de Jim Julian

Antiguos cargos conocidos de Jim Julian.

Empresas	Cargo	Fin
Robshaw & Julian Associates, Inc. Robshaw & Julian Associates, Inc. Investment ManagersFinance Robshaw & Julian Associates, Inc. engages in the provision of investment advisory services. The company was founded in 1979 and is headquartered in Williamsville, NY.	Oficial de Cumplimiento	-

Ver el detalle de la experiencia de Jim Julian.

Formación de Jim Julian.

University of Notre Dame	Undergraduate Degree
The State University of New York	Graduate Degree

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Jim Julian.

Relaciones

100 +

Relaciones de 1er grado

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas	2
Robshaw & Julian Associates, Inc. Robshaw & Julian Associates, Inc. Investment ManagersFinance Robshaw & Julian Associates, Inc. engages in the provision of investment advisory services. The company was founded in 1979 and is headquartered in Williamsville, NY.	Finance
Courier Capital LLC Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans.	Finance