Brian G. Jame
Directeur van Onderzoek - Eigen Vermogen bij Ullmann Wealth Partners Group LLC
Actieve functies van Brian G. Jame
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Ullmann Wealth Partners Group LLC
 Ullmann Wealth Partners Group LLC Investment ManagersFinance Ullmann Wealth Partners Group LLC (UWP) is a wealth management firm and registered investment advisor headquartered in Jacksonville Beach, Florida. In 2022, the firm has acquired the investment advisory business of Ullmann Financial Group, Inc. (dba Ullmann Wealth Partners), which was founded by Glenn Ulmann in 2000. It is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). UWP offers a diverse range of wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Directeur van Onderzoek - Eigen Vermogen | 01-02-2016 | - |
| Portefeuillebeheerder-Aandelen | 01-02-2016 | - |
Loopbaan van Brian G. Jame
Opleiding van Brian G. Jame
| Miami University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Director of Research - Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Masters Business Admin | 1 |
Sectoraal
| Consumer Services | 3 |
| Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Ullmann Wealth Partners Group LLC
Ullmann Wealth Partners Group LLC Investment ManagersFinance Ullmann Wealth Partners Group LLC (UWP) is a wealth management firm and registered investment advisor headquartered in Jacksonville Beach, Florida. In 2022, the firm has acquired the investment advisory business of Ullmann Financial Group, Inc. (dba Ullmann Wealth Partners), which was founded by Glenn Ulmann in 2000. It is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). UWP offers a diverse range of wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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