Jim Edward Minnick
Directeur Général chez Lovell Minnick Partners LLC
Profil
Jim Edward Minnick is the founder of Lovell Minnick Partners LLC, which was founded in 1999.
He is currently a Director at Kanaly Holdings LLC, LSQ Group LLC, Venis Holdings, Inc., Lincoln Investment Capital Holdings LLC, and The Episcopal Academy.
He has also held the position of President & Chief Executive Officer at Morgan Grenfell Capital Management, Inc. and Executive Vice President at SEI Investments Management Corp.
Additionally, he has served as a Director at Lincoln Investment Planning, Inc., AssetMark, Inc., ClariVest Asset Management LLC, TriState Capital Bank, and ALPS Holdings, Inc. From 2012 to 2020, he was an Independent Director at TriState Capital Holdings, Inc. Mr. Minnick obtained his undergraduate degree from the University of Denver in 1971.
Postes actifs de Jim Edward Minnick
| Sociétés | Poste | Début |
|---|---|---|
Lovell Minnick Partners LLC
 Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Directeur Général | 01/01/1999 |
| The Episcopal Academy | Directeur/Membre du Conseil | - |
| Venis Holdings, Inc. | Directeur/Membre du Conseil | - |
Kanaly Holdings LLC
 Kanaly Holdings LLC Investment ManagersFinance Kanaly Holdings LLC operates as holding company which provides wealth management and financial planning services. The company is headquartered in Houston, TX. | Directeur/Membre du Conseil | - |
Lincoln Investment Capital Holdings LLC
 Lincoln Investment Capital Holdings LLC Financial ConglomeratesFinance Lincoln Investment Capital Holdings LLC operates as an investment holding firm. The company was founded in 2015 and is headquartered in Wyncote, PA. | Directeur/Membre du Conseil | - |
LSQ Group LLC
 LSQ Group LLC Miscellaneous Commercial ServicesCommercial Services LSQ Group LLC provides specialized accounts receivable financing services. It offers accounts receivable financing to growing companies. The company was founded by Max Eliscuand is headquartered In Maitland, FL. | Directeur/Membre du Conseil | - |
Anciens postes connus de Jim Edward Minnick
| Sociétés | Poste | Fin |
|---|---|---|
TriState Capital Bank
 TriState Capital Bank Regional BanksFinance TriState Capital Bank provides banking solutions for middle market businesses, professionals and net worth individuals. The firm offers liquidity & treasury management, securities-based lending, client lines of credit, advisor transitions, middle market business solutions, commercial real estate, investment management and equipment finance. The company was founded BY James F. Getz, A. William Schenck, III and Mark L. Sullivan in 2006 and is headquartered in Pittsburgh, PA. | Directeur/Membre du Conseil | 10/02/2020 |
| TRISTATE CAPITAL HOLDINGS, INC. | Directeur/Membre du Conseil | 10/02/2020 |
| Morgan Grenfell Capital Management, Inc. | Directeur Général | - |
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Formation de Jim Edward Minnick
| University of Denver | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 14 |
|---|---|
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Finance |
Lincoln Investment Planning, Inc.
 Lincoln Investment Planning, Inc. Investment ManagersFinance Lincoln Investment Planning LLC provides investment advisory, brokerage, and dealer services for individuals and families, private and public entities, and institutions and corporations. It offers retirement planning, risk management, mutual funds, individual securities, annuities, insurance, and planning services. The company was founded by Nick Forst in 1968 and is headquartered in Fort Washington, PA. | Finance |
TriState Capital Holdings, Inc.
 TriState Capital Holdings, Inc. Regional BanksFinance TriState Capital Holdings, Inc. was bank holding company, which provided commercial banking, private banking, and investment management services. It was operates through the following segment: Bank, Investment Management, and Parent and Other. The Bank segment focused on commercial banking products and services to middle-market businesses and private banking products and services to high-net-worth individuals. The Investment Management segment was delivered advisory and sub-advisory investment management services primarily to institutional investors, mutual funds, and individual investors. The Parent and Other segment consists of the general operating activity of the company. The company was founded on May 25, 2006 and is headquartered in Pittsburgh, PA. | Finance |
Kanaly Holdings LLC
Kanaly Holdings LLC Investment ManagersFinance Kanaly Holdings LLC operates as holding company which provides wealth management and financial planning services. The company is headquartered in Houston, TX. | Finance |
Lovell Minnick Partners LLC
Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Finance |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Finance |
ClariVest Asset Management LLC
 ClariVest Asset Management LLC Investment ManagersFinance ClariVest Asset Management LLC (ClariVest) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2006 and is a wholly owned subsidiary of Eagle Asset Management, Inc., which is ultimately held by Raymond James Financial, Inc. (NYSE: RJF). ClariVest provides advisory services to a variety of clients such as institutional investors, pension and profit-sharing plans, investment companies and other pooled vehicles (such as limited partnerships and funds registered outside the US), corporations, state and municipal government entities, trusts, seed accounts and charitable organizations. | Finance |
TriState Capital Bank
TriState Capital Bank Regional BanksFinance TriState Capital Bank provides banking solutions for middle market businesses, professionals and net worth individuals. The firm offers liquidity & treasury management, securities-based lending, client lines of credit, advisor transitions, middle market business solutions, commercial real estate, investment management and equipment finance. The company was founded BY James F. Getz, A. William Schenck, III and Mark L. Sullivan in 2006 and is headquartered in Pittsburgh, PA. | Finance |
| Morgan Grenfell Capital Management, Inc. | |
ALPS Holdings, Inc.
 ALPS Holdings, Inc. Investment ManagersFinance ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO. | Finance |
| The Episcopal Academy | |
LSQ Group LLC
LSQ Group LLC Miscellaneous Commercial ServicesCommercial Services LSQ Group LLC provides specialized accounts receivable financing services. It offers accounts receivable financing to growing companies. The company was founded by Max Eliscuand is headquartered In Maitland, FL. | Commercial Services |
Lincoln Investment Capital Holdings LLC
Lincoln Investment Capital Holdings LLC Financial ConglomeratesFinance Lincoln Investment Capital Holdings LLC operates as an investment holding firm. The company was founded in 2015 and is headquartered in Wyncote, PA. | Finance |
| Venis Holdings, Inc. |