Profilo
Mr. James W.
Judge is a Partner & President at Ethos Financial Group LLC.
Previously, he oversaw a $2 billion RIA in the Philadelphia suburbs.
He leverages his 20 years of portfolio management experience in helping our adviser partners construct, implement and manage client financial plans and investment allocations.
He has also served as the lead portfolio manager for a multi-family office and an institutional alternatives advisor to multi-billion Taft-Hartley and Fortune 50 pension plans.
He received his undergraduate from Boston College and an MBA from The Wharton School of the University of Pennsylvania.
Posizioni attive di Jim Judge
| Società | Posizione | Inizio |
|---|---|---|
Ethos Financial Group LLC
Ethos Financial Group LLC Investment ManagersFinance Ethos employs a combination of methods to analyze potential investments strategies and risk of loss. These include both quantitative and qualitative research techniques. The firm also employs fundamental analysis techniques based on primary, academic and third-party research spanning global macroeconomic and security specific analysis. | Amministratore Delegato | 05/05/2022 |
Precedenti posizioni note di Jim Judge
| Società | Posizione | Fine |
|---|---|---|
Almanack Investment Partners LLC
Almanack Investment Partners LLC Investment ManagersFinance Almanack employs a combination of methods to analyze potential investments strategies and risk of loss. These include both quantitative and qualitative research techniques. The firm also employs fundamental analysis techniques based on primary, academic and third-party research spanning global macroeconomic and security specific analysis. | Responsabile della Conformità | 01/05/2022 |
Gadsden LLC
Gadsden LLC Investment ManagersFinance Gadsden’s Fund holds a unique and ever-changing mix of assets collectively that seeks total return with downside risk management. The Fund employs a globally diversified asset allocation strategy that seeks to perform consistently across all stages of the business cycle by counterbalancing the economic seasonal sensitivities within each asset class. The strategy combines multi-asset balance with tactical growth opportunities. | Membro del Comitato di Investimento | 31/12/2019 |
Formazione di Jim Judge
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 | 5 |
|---|---|
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Almanack Investment Partners LLC
Almanack Investment Partners LLC Investment ManagersFinance Almanack employs a combination of methods to analyze potential investments strategies and risk of loss. These include both quantitative and qualitative research techniques. The firm also employs fundamental analysis techniques based on primary, academic and third-party research spanning global macroeconomic and security specific analysis. | Finance |
Gadsden LLC
Gadsden LLC Investment ManagersFinance Gadsden’s Fund holds a unique and ever-changing mix of assets collectively that seeks total return with downside risk management. The Fund employs a globally diversified asset allocation strategy that seeks to perform consistently across all stages of the business cycle by counterbalancing the economic seasonal sensitivities within each asset class. The strategy combines multi-asset balance with tactical growth opportunities. | Finance |
Ethos Financial Group LLC
Ethos Financial Group LLC Investment ManagersFinance Ethos employs a combination of methods to analyze potential investments strategies and risk of loss. These include both quantitative and qualitative research techniques. The firm also employs fundamental analysis techniques based on primary, academic and third-party research spanning global macroeconomic and security specific analysis. | Finance |
















