Profil
Mr. J.
W.
Grace is a Managing Director at Wunderlich Securities, Inc. He joined the firm in 2007.
Preior to joining the firm, he was aManaging Partner at Heritage Capital Advisors LLC from 2001 to 2006.
Previously, he was worked with Legacy Securities, Brookfield Grace Inc., Progressive Capital Investment Corp.
and Chaffe & Associates.
Mr. Grace received his undergraduate degree from the University of Mississippi and an MBA from Tulane University.
Anciens postes connus de Wesley Grace
| Sociétés | Poste | Fin |
|---|---|---|
| Heritage Capital Advisors LLC | Corporate Officer/Principal | 31/12/2006 |
| Legacy Securities Corp. | Corporate Officer/Principal | 31/12/2000 |
Progressive Capital Management Corp.
 Progressive Capital Management Corp. Investment ManagersFinance Progressive Capital Management Corp. (Progressive Capital) is an asset management firm headquartered in Norwalk, Connecticut. The firm was founded in 1992 and they are a wholly-owned subsidiary of Progressive Corp. (NYSE: PGR). Progressive Capital provides advisory services to individual and institutional clients. | Corporate Officer/Principal | 31/12/1995 |
B. Riley Wealth Management, Inc.
 B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Corporate Officer/Principal | - |
Formation de Wesley Grace
| Tulane University (Louisiana) | Masters Business Admin |
| University of Mississippi | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Finance |
| Legacy Securities Corp. | Finance |
| Heritage Capital Advisors LLC | |
Progressive Capital Management Corp.
Progressive Capital Management Corp. Investment ManagersFinance Progressive Capital Management Corp. (Progressive Capital) is an asset management firm headquartered in Norwalk, Connecticut. The firm was founded in 1992 and they are a wholly-owned subsidiary of Progressive Corp. (NYSE: PGR). Progressive Capital provides advisory services to individual and institutional clients. | Finance |
