Stephen James
Directeur Général chez JM Financial Group Ltd.
Fortune : 17 M $ au 30/04/2024
Profil
Mr. Stephen James is a Managing Director at JM Financial Group Ltd.
He joined JMFG in 1999 as head of its share advisory division, with responsibility for building up the advisory team as well as assisting with developing the strategic direction of the firm.
During his time in this role, Mr. James managed share portfolios for a range of private and corporate investors, and provided investment and corporate advice.
In 2010, he launched a successful takeover bid for the company and joined the board as Managing Director and Chief Investment Officer.
He is primarily responsible for managing client share portfolios.
Mr. James commenced his career as a junior clerk at Melbourne stockbroker Roach Tilley Grice and Co. He was then appointed to the position of Operator at Bell Potter Securities, later forming part of its inaugural share advisory team.
He subsequently held various advisory roles at McIntosh Securities and Merrill Lynch where he became a Senior Vice President of its Australian operations.
He holds a Bachelor of Science degree from the University of Melbourne.
Détentions connues dans des sociétés publiques
Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
---|---|---|---|---|
MACH7 TECHNOLOGIES LTD.
11,76% | 04/01/2024 | 28 372 672 ( 11,76% ) | 13 M $ | 30/04/2024 |
CREDIT CLEAR LIMITED
3,69% | 15/11/2022 | 15 407 764 ( 3,69% ) | 2 M $ | 30/04/2024 |
ELEMENTOS LIMITED
5,63% | 03/03/2023 | 10 964 439 ( 5,63% ) | 1 M $ | 30/04/2024 |
Postes actifs de Stephen James
Sociétés | Poste | Début |
---|---|---|
JM Financial Group Ltd.
JM Financial Group Ltd. Investment ManagersFinance JM Financial Group Ltd. (JMFG) is an independent wealth management firm headquartered in Melbourne, Australia. The firm was founded by Nimesh Kampani in 1991. JMFG provides investment management and portfolio administration services to retail and wholesale investors. | Directeur Général | 01/01/2010 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
JM Financial Group Ltd.
JM Financial Group Ltd. Investment ManagersFinance JM Financial Group Ltd. (JMFG) is an independent wealth management firm headquartered in Melbourne, Australia. The firm was founded by Nimesh Kampani in 1991. JMFG provides investment management and portfolio administration services to retail and wholesale investors. | Finance |