Barry Philip Julien
Directeur en chef des Investissements chez Oakhurst Capital Management LLC
Profil
Barry Philip Julien is currently the Chief Investment Officer at Oakhurst Capital Management LLC since 2020.
Prior to this, he held positions such as Managing Director of Fixed Income at First Western Investment Management, Inc., Principal at Stonebridge Capital Management, Inc., President & Chief Investment Officer at McKee Investment Management Co., Inc., and President & Chief Investment Officer at First Western Capital Management Co. Mr. Julien received his undergraduate degree from the University of California San Diego in 1988 and his MBA from Haas School of Business.
Postes actifs de Barry Philip Julien
| Sociétés | Poste | Début |
|---|---|---|
Oakhurst Capital Management LLC
 Oakhurst Capital Management LLC Investment ManagersFinance Oakhurst Capital Management LLC (OCA) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2019 and jointly owned by Lido Advisors LLC and Rowhouse Capital Partners LLC. OCA provides investment management services to mutual funds and through separately managed accounts. | Directeur en chef des Investissements | 13/11/2020 |
Anciens postes connus de Barry Philip Julien
| Sociétés | Poste | Fin |
|---|---|---|
First Western Capital Management Co.
 First Western Capital Management Co. Investment ManagersFinance First Western Capital Management Co. (FWCM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Warren Olsen in 2010 and is a subsidiary of Lido Advisors LLC, which is owned by Lido Advisors Holdings LLC. FWCM provides investment solutions to a variety of clients. | President | 13/11/2020 |
First Western Investment Management, Inc.
 First Western Investment Management, Inc. Investment ManagersFinance Founded in 2002 by Warren Olsen and Scott Wylie, First Western Investment Management, Inc. is a registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of First Western Financial, Inc. Their clients include North American foundations, endowments and pension plans. First Western Investment Management also acts as sub-advisor to a number of institutional clients | Portfolio Manager-Fixed Income | 31/03/2010 |
Stonebridge Capital Management, Inc.
 Stonebridge Capital Management, Inc. Investment ManagersFinance Stonebridge Capital Management, Inc. (Stonebridge) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Julian Weiss in 1946. Stonebridge specializes in the management of growth equity portfolios for institutional investors and high net-worth individuals. | Head-Fixed Income Invts | 11/02/2009 |
McKee Investment Management Co., Inc.
 McKee Investment Management Co., Inc. Investment ManagersFinance McKee Investment Management Co., Inc. (MIM) is a Los Angeles-based registered investment advisor that offers customized equity and fixed-income management for institutional and individual clients. | President | - |
Formation de Barry Philip Julien
| University of California San Diego | Undergraduate Degree |
| Haas School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Actives
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Stonebridge Capital Management, Inc.
Stonebridge Capital Management, Inc. Investment ManagersFinance Stonebridge Capital Management, Inc. (Stonebridge) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Julian Weiss in 1946. Stonebridge specializes in the management of growth equity portfolios for institutional investors and high net-worth individuals. | Finance |
McKee Investment Management Co., Inc.
McKee Investment Management Co., Inc. Investment ManagersFinance McKee Investment Management Co., Inc. (MIM) is a Los Angeles-based registered investment advisor that offers customized equity and fixed-income management for institutional and individual clients. | Finance |
First Western Investment Management, Inc.
First Western Investment Management, Inc. Investment ManagersFinance Founded in 2002 by Warren Olsen and Scott Wylie, First Western Investment Management, Inc. is a registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of First Western Financial, Inc. Their clients include North American foundations, endowments and pension plans. First Western Investment Management also acts as sub-advisor to a number of institutional clients | Finance |
First Western Capital Management Co.
First Western Capital Management Co. Investment ManagersFinance First Western Capital Management Co. (FWCM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Warren Olsen in 2010 and is a subsidiary of Lido Advisors LLC, which is owned by Lido Advisors Holdings LLC. FWCM provides investment solutions to a variety of clients. | Finance |
Oakhurst Capital Management LLC
Oakhurst Capital Management LLC Investment ManagersFinance Oakhurst Capital Management LLC (OCA) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2019 and jointly owned by Lido Advisors LLC and Rowhouse Capital Partners LLC. OCA provides investment management services to mutual funds and through separately managed accounts. | Finance |
