Brian G. Jame

Direttore della Ricerca - Azioni presso Ullmann Wealth Partners Group LLC

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Profilo

Mr. Brian G.
Jame is a Managing Partner & Director of Investments at Ullmann Wealth Partners Group LLC.
He has more than 20 years of experience in the investment management industry.
Prior to joining the firm, Mr. Brian worked for Jacksonville-based Water Street Capital where he managed trading for a multi-billion dollar portfolio and monitored portfolio positions for the firm’s Partners.
He has also held positions at two Boston Based hedge funds, Oceanwood Capital Management (US) LP, K Capital Management LLP, after starting his investment career in New York City with Lehman Brothers in Equity Derivatives.
He earned an MBA at The University of Chicago’s Booth School of Business and a BS in Finance from Miami University.

Posizioni attive di Brian G. Jame

Società	Posizione	Inizio
Ullmann Wealth Partners Group LLC Ullmann Wealth Partners Group LLC Investment ManagersFinance Ullmann Wealth Partners Group LLC (UWP) is a wealth management firm and registered investment advisor headquartered in Jacksonville Beach, Florida. In 2022, the firm has acquired the investment advisory business of Ullmann Financial Group, Inc. (dba Ullmann Wealth Partners), which was founded by Glenn Ulmann in 2000. It is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). UWP offers a diverse range of wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.	Direttore della Ricerca - Azioni	01/02/2016

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Formazione di Brian G. Jame

Miami University	Undergraduate Degree
The University of Chicago Booth School of Business	Masters Business Admin

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Aziende private	1
Ullmann Wealth Partners Group LLC Ullmann Wealth Partners Group LLC Investment ManagersFinance Ullmann Wealth Partners Group LLC (UWP) is a wealth management firm and registered investment advisor headquartered in Jacksonville Beach, Florida. In 2022, the firm has acquired the investment advisory business of Ullmann Financial Group, Inc. (dba Ullmann Wealth Partners), which was founded by Glenn Ulmann in 2000. It is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). UWP offers a diverse range of wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.	Finance