Profilo
Ms. Jamie U.
Stolz is a Director of Operations at TandemGrowth Financial Advisors LLC.
She joined the team in 2014 and serve to uphold the day-to-day administration of the firm as well as focus on process and workflow improvements.
Ms. Stolz serve as a member of the investment committee.
She also manage investment operations and oversee client performance reporting and billing.
Ms. Stolz was previously employed as a Senior Associate by Homrich & Berg, Inc. (Investment Management), a Project Coordinator by REL Properties, Inc., and a Development Coordinator by Brencor, Inc.
She received her bachelor’s degree in management from Georgia Institute of Technology and an MBA from Georgia State University.
Posizioni attive di Jamie U. Stolz
| Società | Posizione | Inizio |
|---|---|---|
TandemGrowth Financial Advisors LLC
TandemGrowth Financial Advisors LLC Investment ManagersFinance Provides investment advice | Membro del Comitato di Investimento | 01/04/2014 |
Precedenti posizioni note di Jamie U. Stolz
| Società | Posizione | Fine |
|---|---|---|
REL Properties, Inc. | Corporate Officer/Principal | 31/12/2004 |
Brencor, Inc.
Brencor, Inc. Real Estate DevelopmentFinance Provides real estate brokerage services | Corporate Officer/Principal | 31/12/2003 |
Homrich & Berg, Inc. (Investment Management)
Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance H&B-IM considers the client's specific goals and risk tolerance and their capital markets outlook when directing assets to investments. The firm provides advice on securities such as mutual funds, exchange traded funds (ETFs), exchange traded notes (ETNs), bonds, stocks, hedge funds, private equity funds, real estate funds, natural resources funds, and structured notes. | Analyst-Equity | - |
Formazione di Jamie U. Stolz
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Georgia Institute of Technology
Georgia Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Georgia State University
Georgia State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Homrich & Berg, Inc. (Investment Management)
Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance H&B-IM considers the client's specific goals and risk tolerance and their capital markets outlook when directing assets to investments. The firm provides advice on securities such as mutual funds, exchange traded funds (ETFs), exchange traded notes (ETNs), bonds, stocks, hedge funds, private equity funds, real estate funds, natural resources funds, and structured notes. | Finance |
Brencor, Inc.
Brencor, Inc. Real Estate DevelopmentFinance Provides real estate brokerage services | Finance |
REL Properties, Inc. | Finance |
TandemGrowth Financial Advisors LLC
TandemGrowth Financial Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
















