Jeremy Wayne Ingram
Amministratore Delegato presso Beacon Harbor Wealth Advisors, Inc.
Profilo
Mr. Jeremy W.
Ingram, CFA MBA, is a Founder, Co-President, Chief Executive Officer & Chief Investment Officer at Beacon Harbor Wealth Advisors, Inc. He advises individuals, families, corporations, foundations, and endowments on financial planning and investment strategies.
He is also responsible for research, due diligence, portfolio construction, execution, ongoing management of investment strategies and chairs Beacon Harbor Wealth Advisors’ Investment Committee.
Prior to starting the firm in December 2018, Mr. Ingram was with Merrill Lynch for seven years.
Before that, he joined the MacDonald & Ingram Wealth Management Group of Wells Fargo Advisors in 2007, where he served as Managing Director – Investments and Private Investment Management Portfolio Manager.
He earned his degree in Economics and Business from Virginia Military Institute and an MBA from Regent University.
He is also a member of the CFA Institute.
Posizioni attive di Jeremy Wayne Ingram
| Società | Posizione | Inizio |
|---|---|---|
Beacon Harbor Wealth Advisors, Inc.
 Beacon Harbor Wealth Advisors, Inc. Investment ManagersFinance Beacon Harbor Wealth Advisors, Inc. (Beacon Harbor Wealth) is an independent registered wealth management firm headquartered in San Francisco, California. The firm was co-founded by Jeremy W. Ingram and George G. MacDonald in 2018. Beacon Harbor Wealth provides financial planning and portfolio management services to individuals, high net-worth individuals, pension and profiting-sharing plans, charitable organizations and corporations or other businesses. | Amministratore Delegato | 01/12/2018 |
Formazione di Jeremy Wayne Ingram
| Virginia Military Institute | Undergraduate Degree |
| Regent University | Masters Business Admin |
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 |
|---|---|
Beacon Harbor Wealth Advisors, Inc.
Beacon Harbor Wealth Advisors, Inc. Investment ManagersFinance Beacon Harbor Wealth Advisors, Inc. (Beacon Harbor Wealth) is an independent registered wealth management firm headquartered in San Francisco, California. The firm was co-founded by Jeremy W. Ingram and George G. MacDonald in 2018. Beacon Harbor Wealth provides financial planning and portfolio management services to individuals, high net-worth individuals, pension and profiting-sharing plans, charitable organizations and corporations or other businesses. | Finance |
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