Profilo
Karen Motley Japngie founded Optimum Growth Advisors LLC in 1996, where she worked as Managing Partner.
Ms. Japngie also formerly worked at ACG Wealth, Inc., as Managing Director from 2013 to 2021, Growth Equity Group, as Senior Portfolio Manager, PaineWebber, Inc., as Principal, and United States Trust Co., NA, as Vice President.
Precedenti posizioni note di Karen Motley Japngie
Società | Posizione | Fine |
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ACG Wealth, Inc.
ACG Wealth, Inc. Investment ManagersFinance ACG Wealth, Inc. (ACG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. It was founded as Atlanta Capital Group in 2009 by Jeffrey Shaver, David Millican, and Joseph Young, Jr. In 2021, the firm was acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. ACG provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Gestore di Portafoglio-Azioni | 30/11/2021 |
Growth Equity Group
Growth Equity Group Investment ManagersFinance New York City-based Growth Equity Group (GEG) is a division of U.S. Trust Co. of New York. In 2000, U.S. Trust merged with the Charles Schwab Corporation (NYSE: SCH). GEG was previously known as Campbell Cowperthwait & Co. | Gestore di Portafoglio-Azioni | 31/12/2002 |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
PaineWebber, Inc. | Corporate Officer/Principal | - |
Optimum Growth Advisors LLC
Optimum Growth Advisors LLC Investment ManagersFinance Founded in 1996, Optimum Growth Advisors LLC is a registered investment advisor located in New York City with an additional office in Marblehead, Massachusetts. The firm provides investment management services to individuals, foundations, endowments and profit sharing plans. | Fondatore | - |
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 | 5 |
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Optimum Growth Advisors LLC
Optimum Growth Advisors LLC Investment ManagersFinance Founded in 1996, Optimum Growth Advisors LLC is a registered investment advisor located in New York City with an additional office in Marblehead, Massachusetts. The firm provides investment management services to individuals, foundations, endowments and profit sharing plans. | Finance |
Growth Equity Group
Growth Equity Group Investment ManagersFinance New York City-based Growth Equity Group (GEG) is a division of U.S. Trust Co. of New York. In 2000, U.S. Trust merged with the Charles Schwab Corporation (NYSE: SCH). GEG was previously known as Campbell Cowperthwait & Co. | Finance |
PaineWebber, Inc. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
ACG Wealth, Inc.
ACG Wealth, Inc. Investment ManagersFinance ACG Wealth, Inc. (ACG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. It was founded as Atlanta Capital Group in 2009 by Jeffrey Shaver, David Millican, and Joseph Young, Jr. In 2021, the firm was acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. ACG provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Finance |
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- Insiders
- Karen Motley Japngie