Brian G. Jame
Direttore della Ricerca - Azioni presso Ullmann Wealth Partners Group LLC
Posizioni attive di Brian G. Jame
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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 | - |
| Gestore di Portafoglio-Azioni | 01/02/2016 | - |
Storia della carriera di Brian G. Jame
Formazione di Brian G. Jame
| Miami University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Director of Research - Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Masters Business Admin | 1 |
Settori
| Consumer Services | 3 |
| Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| 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 |
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