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Brian G. Jame
Directeur de la Recherche - Actions chez Ullmann Wealth Partners Group LLC
Postes actifs de Brian G. Jame
Sociétés | Poste | Début | Fin |
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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 de la Recherche - Actions | 01/02/2016 | - |
Gestionnaire de Portefeuille-Actions | 01/02/2016 | - |
Historique de carrière de Brian G. Jame
Formation de Brian G. Jame
The University of Chicago Booth School of Business | Masters Business Admin |
Miami University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Director of Research - Equity | 1 |
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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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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