Profilo
Mr. James D.
Epp is a Portfolio Manager at John G.
Ullman & Associates, Inc. (JGUA).
Prior to joining JGUA in 2009, Mr. Epp worked at Edsall & Epp, Attorneys at Law, P.C., and Merrill Lynch.
Mr. Epp received his BA in Communication from Roberts Wesleyan College and JD degree from Regent University School of Law.
He is also a Certified Financial Planner.
Precedenti posizioni note di James D. Epp
Società | Posizione | Fine |
---|---|---|
John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc. Investment ManagersFinance John G. Ullman & Associates, Inc. (JGUA) is an independent, SEC-registered investment advisor headquartered in Horseheads, New York. The firm was founded by John G. Ullman in 1978. JGUA provides portfolio management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts and US corporations. | Gestore di Portafoglio-Azioni | - |
Formazione di James D. Epp
Roberts Wesleyan College | Undergraduate Degree |
Regent University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc. Investment ManagersFinance John G. Ullman & Associates, Inc. (JGUA) is an independent, SEC-registered investment advisor headquartered in Horseheads, New York. The firm was founded by John G. Ullman in 1978. JGUA provides portfolio management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts and US corporations. | Finance |
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