James P. Hua
Directeur en chef des Investissements chez Sheppard Wealth Management LLC
Profil
James P.
Hua is currently working as a Portfolio Manager at Opal Advisors LLC and as a Chief Investment Officer at Sheppard Wealth Management LLC.
He previously worked as an Independent Director at Emergent Capital, Inc. from 2017 to 2021, as an Independent Director at Owens Realty Mortgage, Inc., and as a Controller at Liberty Capital, Inc. from 2009 to 2011.
He completed his undergraduate degree from the University of Washington.
Postes actifs de James P. Hua
| Sociétés | Poste | Début |
|---|---|---|
Opal Advisors LLC
 Opal Advisors LLC Investment ManagersFinance Opal Advisors LLC is a financial advisory and asset management company that offers a wide range of services, including personal financial planning, financial planning, and investing. Opal Advisors is based in Bellevue, WA, and has subsidiaries in the United States. The private company's philosophy is to provide transparent services that simplify and focus on serving clients' needs when it comes to money. | Corporate Officer/Principal | - |
| Sheppard Wealth Management LLC | Directeur en chef des Investissements | - |
Anciens postes connus de James P. Hua
| Sociétés | Poste | Fin |
|---|---|---|
| EMERGENT CAPITAL, INC. | Directeur/Membre du Conseil | 07/04/2021 |
Liberty Capital, Inc.
 Liberty Capital, Inc. Savings BanksFinance Liberty Capital, Inc. provides traditional banking services to individual and business customers through 50 branches in Colorado, Florida, Ohio and South Carolina. The bank offers services as checking and savings accounts, money market and individual retirement accounts and certificates of deposit. It also writes commercial mortgage, business, construction and consumer loans. The company was founded in 1889 and is headquartered in Wilmington, OH. | Comptroller/Controller/Auditor | 01/01/2011 |
| OWENS REALTY MORTGAGE INC | Directeur/Membre du Conseil | - |
Formation de James P. Hua
| University of Washington | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Emergent Capital, Inc.
 Emergent Capital, Inc. Life/Health InsuranceFinance Emergent Capital, Inc. engageD in the business of owning a portfolio of life insurance policies. The firm invested primarily in life settlements, which provided liquidity for the owners of life insurance policies that face a short-term cash need or can no longer afford their insurance premiums. The company was founded on December 15, 2006 and was headquartered in Boca Raton, FL. | Finance |
Owens Realty Mortgage, Inc.
 Owens Realty Mortgage, Inc. Real Estate Investment TrustsFinance Owens Realty Mortgage, Inc. was engaged in the origination, investment, and management of commercial real estate loans. It provided customized, short-term loans to small and middle-market investors and developers that require speed and flexibility. The firm also held investments in real estate properties. The company was founded on August 9, 2012 and is headquartered in Walnut Creek, CA. | Finance |
Opal Advisors LLC
Opal Advisors LLC Investment ManagersFinance Opal Advisors LLC is a financial advisory and asset management company that offers a wide range of services, including personal financial planning, financial planning, and investing. Opal Advisors is based in Bellevue, WA, and has subsidiaries in the United States. The private company's philosophy is to provide transparent services that simplify and focus on serving clients' needs when it comes to money. | Finance |
| Sheppard Wealth Management LLC | |
Liberty Capital, Inc.
Liberty Capital, Inc. Savings BanksFinance Liberty Capital, Inc. provides traditional banking services to individual and business customers through 50 branches in Colorado, Florida, Ohio and South Carolina. The bank offers services as checking and savings accounts, money market and individual retirement accounts and certificates of deposit. It also writes commercial mortgage, business, construction and consumer loans. The company was founded in 1889 and is headquartered in Wilmington, OH. | Finance |
