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James Michael Tarkenton
Chief Investment Officer bij Townsend Asset Management Corp.
Actieve functies van James Michael Tarkenton
Bedrijven | Functie | Begin | Einde |
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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 | - |
Portefeuillebeheerder-Aandelen | 01-10-2018 | - |
Loopbaan van James Michael Tarkenton
Eerdere bekende functies van James Michael Tarkenton
Bedrijven | Functie | Begin | Einde |
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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 | 01-01-2008 | 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 | 01-02-2006 | 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 |
Statistieken
Internationaal
Verenigde Staten | 8 |
Operationeel
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 6 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 5 |
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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 |