Profiel
Mr. Jacobi R.
Padgett is a Managing Director & Portfolio Manager at Edge Capital Group LLC.
He conducts manager research and due diligence for our clients’ portfolios.
Mr. Padgett also works as an equity analyst and trader for the firm’s global equity dividend strategy.
He has helped implement an efficient order management system for the trading of client accounts.
He frequently speaks with economists and other industry experts to help source investments that meet our clients’ specific objectives.
Mr. Padgett was employed as a Director of Research by Edge Advisors LLC.
He graduated with a Bachelor of Science degree in Business Administration from Kennesaw State University in Kennesaw, Georgia and is a Certified Investment Management Analyst (CIMA).
Actieve functies van Jacobi Padgett
| Bedrijven | Functie | Begin |
|---|---|---|
Edge Capital Group LLC
 Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Analyst-Equity | 01-08-2018 |
Eerdere bekende functies van Jacobi Padgett
| Bedrijven | Functie | Einde |
|---|---|---|
Edge Advisors LLC
 Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Directeur van Onderzoek - Eigen Vermogen | 01-07-2018 |
Opleiding van Jacobi Padgett
| Kennesaw State University | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Edge Advisors LLC
Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Finance |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Finance |
