Joshua T. Hill
Gestionnaire de Portefeuille-Actions chez CapFinancial Partners LLC
Profil
Mr. Joshua T.
Hill, CFA, is a Principal & Financial Advisor at CapFinancial Partners LLC.
He is responsible for providing comprehensive investment management services including oversight of the Minneapolis Core Equity Strategy to high-net-worth investors, corporate executives, and business owners.
Prior to joining the firm in February 2017, Mr. Hill was the director of equities at Windsor Financial group LLC, and he has worked in the industry since 2002.
He received his undergraduate degree from the University of Minnesota.
Postes actifs de Joshua T. Hill
| Sociétés | Poste | Début |
|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Gestionnaire de Portefeuille-Actions | 01/02/2017 |
Anciens postes connus de Joshua T. Hill
| Sociétés | Poste | Fin |
|---|---|---|
Windsor Financial Group LLC
 Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Head-Equity Investments | 01/09/2017 |
Wells Fargo Private Client Services
 Wells Fargo Private Client Services Investment ManagersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Private Client Services is a company that provides wealth management services. The company is based in Houston, TX. | Corporate Officer/Principal | 01/02/2006 |
Formation de Joshua T. Hill
| University of Minnesota | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Windsor Financial Group LLC
Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Finance |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |
Wells Fargo Private Client Services
Wells Fargo Private Client Services Investment ManagersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Private Client Services is a company that provides wealth management services. The company is based in Houston, TX. | Finance |
