James Michael Tarkenton
Chief Investment Officer bij Townsend Asset Management Corp.
Profiel
Mr. James M.
Tarkenton, CFA MBA, is a President & Chief Investment Officer at Townsend Asset Management Corp.
He has been evaluating investment opportunities since 1998.
Prior to joining Townsend in October of 2018, Mr. Tarkenton was a Managing Director at a $6 billion asset management firm in California.
In evaluating investments’ sustainability, risks and financial strength, He facilitates the optimization of client portfolio construction for both returns and risk.
He graduated with a degree in Finance from Virginia Commonwealth University and holds a Master of Business Administration degree with honors from the Kenan-Flagler Business School at The University of North Carolina at Chapel Hill.
Actieve functies van James Michael Tarkenton
| Bedrijven | Functie | Begin |
|---|---|---|
Townsend Asset Management Corp.
 Townsend Asset Management Corp. Investment ManagersFinance Townsend Asset Management Corp. (Townsend) is an independent registered investment advisor and wealth management firm headquartered in Raleigh, North Carolina. The firm was founded by Gerald A. Townsend in 1982. Townsend provides wealth management, investment management, financial planning, tax planning and preparation, and consulting to individuals, trusts, partnerships, corporations, non-profit organizations, and retirement plans. | Chief Investment Officer | 01-07-2021 |
Eerdere bekende functies van James Michael Tarkenton
| Bedrijven | Functie | Einde |
|---|---|---|
Tran Capital Management LP
 Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Portefeuillebeheerder-Aandelen | 12-06-2017 |
RBO & Co. LLC
 RBO & Co. LLC Investment ManagersFinance RBO & Co. LLC (RBO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Saint Helena, California. The firm was founded in 1980 by Reginald B. Oliver. RBO provides investment advice to individuals, family offices, and institutions. | Portefeuillebeheerder-Aandelen | 31-05-2008 |
Oak Value Capital Management, Inc.
 Oak Value Capital Management, Inc. Investment ManagersFinance Founded in 1986 by David R. Carr, Jr. and the late George W. Brumley III, Oak Value Capital Management, Inc. is a registered investment advisor located in Chapel Hill, North Carolina. The firm manages individual portfolios for institutions and high net-worth individuals and operates as a sub-adviser for several financial intermediaries. They also serve as the investment advisor for the Oak Value Fund. | Corporate Officer/Principal | - |
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Corporate Officer/Principal | - |
Opleiding van James Michael Tarkenton
| Virginia Commonwealth University | Undergraduate Degree |
| The University of North Carolina at Charlotte | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
RBO & Co. LLC
RBO & Co. LLC Investment ManagersFinance RBO & Co. LLC (RBO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Saint Helena, California. The firm was founded in 1980 by Reginald B. Oliver. RBO provides investment advice to individuals, family offices, and institutions. | Finance |
Tran Capital Management LP
Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Finance |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Finance |
Oak Value Capital Management, Inc.
Oak Value Capital Management, Inc. Investment ManagersFinance Founded in 1986 by David R. Carr, Jr. and the late George W. Brumley III, Oak Value Capital Management, Inc. is a registered investment advisor located in Chapel Hill, North Carolina. The firm manages individual portfolios for institutions and high net-worth individuals and operates as a sub-adviser for several financial intermediaries. They also serve as the investment advisor for the Oak Value Fund. | Finance |
Townsend Asset Management Corp.
Townsend Asset Management Corp. Investment ManagersFinance Townsend Asset Management Corp. (Townsend) is an independent registered investment advisor and wealth management firm headquartered in Raleigh, North Carolina. The firm was founded by Gerald A. Townsend in 1982. Townsend provides wealth management, investment management, financial planning, tax planning and preparation, and consulting to individuals, trusts, partnerships, corporations, non-profit organizations, and retirement plans. | Finance |
