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Brian G. Jame
Directeur de la Recherche - Actions chez
Ullmann Wealth Partners Group LLC
Profil
Mr. Brian G.
Jame is a Managing Partner, Director of Investments & Wealth Advisor at Ullmann Wealth Partners Group LLC.
He has more than 20 years of experience in the investment management industry.
Prior to joining the firm, Mr. Brian worked for Jacksonville-based Water Street Capital where he managed trading for a multi-billion dollar portfolio and monitored portfolio positions for the firm’s Partners.
He has also held positions at two Boston Based hedge funds, Oceanwood Capital Management (US) LP, K Capital Management LLP, after starting his investment career in New York City with Lehman Brothers in Equity Derivatives.
He earned an MBA at The University of Chicago’s Booth School of Business and a BS in Finance from Miami University.
Postes actifs de Brian G. Jame
| Sociétés | Poste | Début |
|---|---|---|
Ullmann Wealth Partners Group LLC
 Ullmann Wealth Partners Group LLC Investment ManagersFinance UWP creates a customized, comprehensive and systematic process to identify client’s strengths, dangers and opportunities for the future and then build an investment plan to follow going forward. The firm focuses on tax mitigation and increasing cash flow throughout the process to preserve and enhance client’s wealth. They primarily recommend ETFs and mutual funds, however, UWP may recommend other types of investments as appropriate for you since each client has different needs and different tolerance for risk. | Directeur de la Recherche - Actions | 01/02/2016 |
Formation de Brian G. Jame
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ullmann Wealth Partners Group LLC
Ullmann Wealth Partners Group LLC Investment ManagersFinance UWP creates a customized, comprehensive and systematic process to identify client’s strengths, dangers and opportunities for the future and then build an investment plan to follow going forward. The firm focuses on tax mitigation and increasing cash flow throughout the process to preserve and enhance client’s wealth. They primarily recommend ETFs and mutual funds, however, UWP may recommend other types of investments as appropriate for you since each client has different needs and different tolerance for risk. | Finance |
The University of Chicago Booth School of Business
 The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
