Profiel
Mr. James W.
Gray, CFA, is a Chief Strategy Officer at Greenleaf Asset Management, Inc. He works closely with other members of Greenleaf Trust’s Executive Council in creating, communicating, executing and sustaining the company’s strategic plan.
He has also led the company’s research, wealth management and personal trust divisions.
He has an extensive background in investments, global banking and manufacturing, and spent nearly two decades at Whirlpool Financial Corporation and Whirlpool Corporation.
He serves on the Investment Committee of the Western Michigan University Foundation Board.
Mr. Gray was employed as a Principal by Prudential Bache Securities, Inc. and a Principal by Whirlpool Financial Corp.
Mr. Gray earned a Finance degree from the University of Southern Indiana, is a member of the CFA Institute and the CFA Society of West Michigan.
Actieve functies van Jim Gray
| Bedrijven | Functie | Begin |
|---|---|---|
Greenleaf Asset Management, Inc.
 Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations. | Marktstrateeg | 01-06-2016 |
Eerdere bekende functies van Jim Gray
| Bedrijven | Functie | Einde |
|---|---|---|
Whirlpool Financial Corp.
 Whirlpool Financial Corp. Investment ManagersFinance Part of Whirlpool Corp., Whirlpool Financial Corp. provides financial advisory services. | Corporate Officer/Principal | - |
| Prudential Bache Securities, Inc. | Corporate Officer/Principal | - |
Opleiding van Jim Gray
| University of Southern Indiana | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
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Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Greenleaf Asset Management, Inc.
Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations. | Finance |
| Prudential Bache Securities, Inc. | Finance |
Whirlpool Financial Corp.
Whirlpool Financial Corp. Investment ManagersFinance Part of Whirlpool Corp., Whirlpool Financial Corp. provides financial advisory services. | Finance |
