Jim Julian
Membro del Comitato di Investimento presso Courier Capital LLC
Profilo
Mr. James P.
Julian is an Executive Vice President at Courier Capital LLC.
He has been in the investment services industry since 1969.
Prior to joining Robshaw & Julian in 1989, Mr. Julian was a Senior Vice President and Chief Investment Officer for the Western Region of Key Trust Co.
Mr. Julian holds an M.A.
in Economics from the State University of New York at Buffalo and a B.A.
from the University of Notre Dame.
Posizioni attive di Jim Julian
Società | Posizione | Inizio |
---|---|---|
Courier Capital LLC
Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans. | Membro del Comitato di Investimento | - |
Precedenti posizioni note di Jim Julian
Società | Posizione | Fine |
---|---|---|
Robshaw & Julian Associates, Inc.
Robshaw & Julian Associates, Inc. Investment ManagersFinance Robshaw & Julian Associates, Inc. engages in the provision of investment advisory services. The company was founded in 1979 and is headquartered in Williamsville, NY. | Responsabile della Conformità | - |
Formazione di Jim Julian
University of Notre Dame | Undergraduate Degree |
The State University of New York | Graduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
---|---|
Robshaw & Julian Associates, Inc.
Robshaw & Julian Associates, Inc. Investment ManagersFinance Robshaw & Julian Associates, Inc. engages in the provision of investment advisory services. The company was founded in 1979 and is headquartered in Williamsville, NY. | Finance |
Courier Capital LLC
Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans. | Finance |
- Borsa valori
- Insiders
- Jim Julian