Julian Burgess
Analyst-Equity chez Smith Group Asset Management LLC
Postes actifs de Julian Burgess
Sociétés | Poste | Début | Fin |
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Smith Group Asset Management LLC
Smith Group Asset Management LLC Investment ManagersFinance Smith Group Asset Management LLC (Smith Group) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Stephen Smith in 1995. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately owned by Cantor Fitzgerald LP. Smith Group manages assets for a diverse list of clients that includes individuals, high-net worth individuals, banking and thrift institutions, investment companies such as mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms, and UMA’s. | Analyst-Equity | 01/01/2019 | - |
Historique de carrière de Julian Burgess
Anciens postes connus de Julian Burgess
Sociétés | Poste | Début | Fin |
---|---|---|---|
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Analyst-Equity | 01/01/2019 | - |
Formation de Julian Burgess
The University of Texas at Dallas | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Analyst-Equity | 2 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Finance |
Smith Group Asset Management LLC
Smith Group Asset Management LLC Investment ManagersFinance Smith Group Asset Management LLC (Smith Group) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Stephen Smith in 1995. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately owned by Cantor Fitzgerald LP. Smith Group manages assets for a diverse list of clients that includes individuals, high-net worth individuals, banking and thrift institutions, investment companies such as mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms, and UMA’s. | Finance |
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