Profiel
Mr. James R.
Thomas is a Managing Member at NTV Asset Management LLC.
He also serves as the firm’s Chief Financial Officer.
Mr. Thomas is responsible for the financial strategy of the firm, managing financial controls, and ensuring full transparency over the financial performance of the company.
In addition, Mr. Thomas designs solutions for clients upon their particular risk tolerance, time horizon, liquidity needs, and goals.
He has investment experience since 1982.
Mr. Thomas was previously employed as a Lead Portfolio Manager by One Valley Bancorp, Inc., a Senior Financial Analyst by Republic Banking Corp.
of Florida, and a Vice President by Lehman Brothers, Inc.
Mr. Thomas earned both his BBA and MBA from Southern Methodist University.
He holds the NASD Securities Series 65 license.
Actieve functies van James Rufus Thomas
| Bedrijven | Functie | Begin |
|---|---|---|
NTV Asset Management LLC
 NTV Asset Management LLC Investment ManagersFinance NTV Asset Management LLC (NTV) is an independent registered investment advisor headquartered in Charleston, West Virginia. The firm was founded in 2000 by J. Randy Valentine, James R. Thomas and Karen Setterstrom. NTV provides investment advisory services primarily to high net worth individuals, charitable trusts, IRA clients, and corporate pension and profit-sharing plans. | Oprichter | 01-01-2000 |
Eerdere bekende functies van James Rufus Thomas
| Bedrijven | Functie | Einde |
|---|---|---|
| One Valley Bancorp, Inc. | Portefeuillebeheerder-Aandelen | 31-12-1999 |
| Republic Banking Corp. of Florida | Corporate Officer/Principal | 31-12-1985 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | 31-12-1983 |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
NTV Asset Management LLC
NTV Asset Management LLC Investment ManagersFinance NTV Asset Management LLC (NTV) is an independent registered investment advisor headquartered in Charleston, West Virginia. The firm was founded in 2000 by J. Randy Valentine, James R. Thomas and Karen Setterstrom. NTV provides investment advisory services primarily to high net worth individuals, charitable trusts, IRA clients, and corporate pension and profit-sharing plans. | Finance |
| One Valley Bancorp, Inc. | Finance |
| Republic Banking Corp. of Florida | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
