Justin Pawl
Gestore di Portafoglio-Azioni presso CapFinancial Partners LLC
Profilo
Mr. Justin J.
Pawl is a Principal & Financial Advisors at CapFinancial Partners LLC.
He brings over 20 years of experience serving clients in complex sectors of the financial services industry.
He specializes in investment, financial, estate, and tax planning strategies, enabling our clients to live with financial confidence.
He joined firm from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he served as a partner, managing director, and chief investment officer.
He focused on risk management, strategy research, manager due diligence, and portfolio construction.
Before Covenant, he was a portfolio manager and co-founded Evolved Alpha, a multi-strategy hedge fund.
He began his career with a boutique investment bank in California, specializing in mergers and acquisitions and raising growth capital for middle-market companies.
He earned a Bachelor of Arts degree in environmental science and a Master of Science degree in biogeochemistry from the University of California at Santa Barbara.
Posizioni attive di Justin Pawl
Società | Posizione | Inizio |
---|---|---|
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Gestore di Portafoglio-Azioni | 01/09/2021 |
Precedenti posizioni note di Justin Pawl
Società | Posizione | Fine |
---|---|---|
Covenant Multifamily Offices LLC
Covenant Multifamily Offices LLC Investment ManagersFinance Covenant Multifamily Offices LLC (Covenant) is an independent asset management firm headquartered in San Antonio, Texas. The firm was founded by John Eadie in 2009. Covenant provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations and pension and profit sharing plans. | Direttore degli Investimenti | 01/09/2021 |
Evolved Alpha LLC
Evolved Alpha LLC Investment ManagersFinance Evolved Alpha LLC provides investment advice. | Corporate Officer/Principal | - |
Formazione di Justin Pawl
University of California, Santa Barbara | Graduate Degree |
Bren School of Environmental Science & Management | Graduate Degree |
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 | 3 |
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CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |
Evolved Alpha LLC
Evolved Alpha LLC Investment ManagersFinance Evolved Alpha LLC provides investment advice. | Finance |
Covenant Multifamily Offices LLC
Covenant Multifamily Offices LLC Investment ManagersFinance Covenant Multifamily Offices LLC (Covenant) is an independent asset management firm headquartered in San Antonio, Texas. The firm was founded by John Eadie in 2009. Covenant provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations and pension and profit sharing plans. | Finance |
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