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Jim Julian
Membro del Comitato di Investimento presso Courier Capital LLC
Posizioni attive di Jim Julian
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - | - |
Gestore di Portafoglio-Azioni | - | - |
Storia della carriera di Jim Julian
Precedenti posizioni note di Jim Julian
Società | Posizione | Inizio | 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 | 01/01/1989 | - |
Gestore di Portafoglio-Azioni | 01/01/1989 | - |
Formazione di Jim Julian
The State University of New York | Graduate Degree |
University of Notre Dame | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Portfolio Manager-Equities | 2 |
Compliance Officer | 1 |
Graduate Degree | 1 |
Settori
Finance | 3 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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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 |
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