Profiel
Mr. James W.
Poats is a Vice President at Pettyjohn, Wood & White, Inc. He has over 33 years of experience in the financial services industry.
Prior to joining the firm, he worked for Wheat, First Securities, Inc. for 5 years.
A 1975 graduate of The University of Virginia’s McIntire School of Commerce, Mr. Poats currently serves on the board of The Summit, The Center for Economic Education and is a trustee and board member of First Christian Church.
Eerdere bekende functies van Jim Poats
| Bedrijven | Functie | Einde |
|---|---|---|
Pettyjohn, Wood & White, Inc.
 Pettyjohn, Wood & White, Inc. Investment ManagersFinance Pettyjohn, Wood & White, Inc. (PWW) is a SEC-registered investment advisor headquartered in Lynchburg, Virginia. The firm was initially formed as The Pettyjohn Co. in 1978 by the late Clunet H. Pettyjohn, Jr. They were acquired by Gorham “Bunny” Wood and Charles B. White in 2012. Mr. Wood and Mr. White were the founding principals and owners of the Lynchburg-based investment advisory firm of Wood & White Investment Advisors LLC (Wood & White). In 2014, the operations of Wood & White were merged into The Pettyjohn Co., Inc. and the combined firm was renamed Pettyjohn, Wood & White, Inc. The firm became wholly owned by Bank of the James Financial Group, Inc. (NASDAQ: BOTJ) in 2021. PWW specializes in customized portfolio management mainly for individuals and families, retirement plans, trusts, estates and foundations. | Portefeuillebeheerder-Aandelen | 06-04-2021 |
| Wheat First Securities, Inc. | Corporate Officer/Principal | - |
Opleiding van Jim Poats
| McIntire School of Commerce | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Pettyjohn, Wood & White, Inc.
Pettyjohn, Wood & White, Inc. Investment ManagersFinance Pettyjohn, Wood & White, Inc. (PWW) is a SEC-registered investment advisor headquartered in Lynchburg, Virginia. The firm was initially formed as The Pettyjohn Co. in 1978 by the late Clunet H. Pettyjohn, Jr. They were acquired by Gorham “Bunny” Wood and Charles B. White in 2012. Mr. Wood and Mr. White were the founding principals and owners of the Lynchburg-based investment advisory firm of Wood & White Investment Advisors LLC (Wood & White). In 2014, the operations of Wood & White were merged into The Pettyjohn Co., Inc. and the combined firm was renamed Pettyjohn, Wood & White, Inc. The firm became wholly owned by Bank of the James Financial Group, Inc. (NASDAQ: BOTJ) in 2021. PWW specializes in customized portfolio management mainly for individuals and families, retirement plans, trusts, estates and foundations. | Finance |
| Wheat First Securities, Inc. | Finance |
