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Justin Richard Apt
Analyst-Equity en Private Capital Management LLC (Colorado) .
Perfil
Mr. Justin R.
Apt, CFA, is a Managing Principal & Leadership Committee Member at Private Capital Management LLC (Colorado).
Mr. Apt oversees the firm operation, and helps to shape its strategy, culture, and vision.
He also has a passion for research, and working with clients to help them achieve their goals.
He is a member of the Private Capital Management Investment Committee, and contributes to the fundamental research and quantitative analysis work of the firm.
Prior to joining Private Capital Management, Mr. Apt was an investment committee member, Portfolio Manager and Head Trader at Palo Alto-based Nelson Capital Management, LLC, a wholly owned subsidiary of Wells Fargo.
Preceding his time with Nelson Capital, he was an investment committee member and Head Trader with Beekman Capital Management, LLC in Santa Fe, NM.
Mr. Apt has a Bachelor of Science in Business Administration (Finance) and a Bachelor of Accounting from The Daniels College of Business at the University of Denver.
Cargos activos de Justin Richard Apt
Empresas | Cargo | Inicio |
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Private Capital Management LLC (Colorado)
![]() Private Capital Management LLC (Colorado) Investment ManagersFinance Private Capital Management LLC (PCM) is a SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded in 2000 and is a wholly-owned subsidiary of Independent Bank, which in turn is wholly-owned by Independent Bank Group, Inc. (NASDAQ: IBTX). PCM provides portfolio management and financial planning advisory services to individuals, businesses, corporate pension and profit-sharing plans, charitable institutions, trusts, estates and foundations. | Analyst-Equity | 01/08/2012 |
Antiguos cargos conocidos de Justin Richard Apt.
Empresas | Cargo | Fin |
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Nelson Capital Management, Inc.
![]() Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Trading-Equity | 30/03/2010 |
Beekman Capital Management Ltd.
![]() Beekman Capital Management Ltd. Investment ManagersFinance Founded in 1984 by Ned Hamarat, Beekman Capital Management Ltd. is an investment advisor firm located in Santa Fe, New Mexico with an additional office in New York City. The firm provides investment management services on a fully discretionary basis for individuals, corporations, pension and profit sharing plans, state and municipal government funds and endowments. The firm has a sister relationship with Beekman Northwest Partners. This entity manages funds for high net-worth individuals and their families, small pension and profit sharing plans and trusts using the research and investment management resources of Beekman Capital Management with a resultant uniform investment style. | Trading-Equity | 30/06/2008 |
Beekman Northwest Partners LLC
![]() Beekman Northwest Partners LLC Investment ManagersFinance Founded by Nedim Hamarat and Mary Palmer in 1984, Beekman Northwest Partners LLC is the hedge fund arm of Beekman Capital Management Ltd. They manage the Beekman Northwest Partners LP. The firm provides services for high net-worth individuals and their families, small pension and profit sharing plans and trusts. Beekman is located in Santa Fe, New Mexico. | Trading-Equity | 30/06/2008 |
Wm Smith Securities, Inc.
![]() Wm Smith Securities, Inc. Investment Banks/BrokersFinance Wm Smith Securities, Inc., the brokerage arm of Wm Smith & Co. is a broker/dealer headquartered in Denver. The firm was founded in October of 1993 and offers a full array of investment services. They provide fundamental equity research to a select group of institutional clients from both the traditional and alternative investment arena. The firm primarily focuses on special situations with an emphasis on under-followed and under-valued companies. They are a member of the SIPC. | Trading-Equity | 31/12/2006 |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Trading-Equity | - |
Formación de Justin Richard Apt.
University of Denver | Undergraduate Degree |
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 | 7 |
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Beekman Capital Management Ltd.
![]() Beekman Capital Management Ltd. Investment ManagersFinance Founded in 1984 by Ned Hamarat, Beekman Capital Management Ltd. is an investment advisor firm located in Santa Fe, New Mexico with an additional office in New York City. The firm provides investment management services on a fully discretionary basis for individuals, corporations, pension and profit sharing plans, state and municipal government funds and endowments. The firm has a sister relationship with Beekman Northwest Partners. This entity manages funds for high net-worth individuals and their families, small pension and profit sharing plans and trusts using the research and investment management resources of Beekman Capital Management with a resultant uniform investment style. | Finance |
Beekman Northwest Partners LLC
![]() Beekman Northwest Partners LLC Investment ManagersFinance Founded by Nedim Hamarat and Mary Palmer in 1984, Beekman Northwest Partners LLC is the hedge fund arm of Beekman Capital Management Ltd. They manage the Beekman Northwest Partners LP. The firm provides services for high net-worth individuals and their families, small pension and profit sharing plans and trusts. Beekman is located in Santa Fe, New Mexico. | Finance |
Nelson Capital Management, Inc.
![]() Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Finance |
Wm Smith Securities, Inc.
![]() Wm Smith Securities, Inc. Investment Banks/BrokersFinance Wm Smith Securities, Inc., the brokerage arm of Wm Smith & Co. is a broker/dealer headquartered in Denver. The firm was founded in October of 1993 and offers a full array of investment services. They provide fundamental equity research to a select group of institutional clients from both the traditional and alternative investment arena. The firm primarily focuses on special situations with an emphasis on under-followed and under-valued companies. They are a member of the SIPC. | Finance |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Private Capital Management LLC (Colorado)
![]() Private Capital Management LLC (Colorado) Investment ManagersFinance Private Capital Management LLC (PCM) is a SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded in 2000 and is a wholly-owned subsidiary of Independent Bank, which in turn is wholly-owned by Independent Bank Group, Inc. (NASDAQ: IBTX). PCM provides portfolio management and financial planning advisory services to individuals, businesses, corporate pension and profit-sharing plans, charitable institutions, trusts, estates and foundations. | Finance |
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