Profiel
Mr. James W.
Judge is a Partner & President at Ethos Financial Group LLC.
Previously, Mr. Jim oversaw a $2 billion RIA in the Philadelphia suburbs.
Jim leverages his 20 years of portfolio management experience in helping our adviser partners construct, implement and manage client financial plans and investment allocations.
Jim has also served as the lead portfolio manager for a multi-family office and an institutional alternatives advisor to multi-billion Taft-Hartley and Fortune 50 pension plans.
He received his undergraduate from Boston College and an MBA from The Wharton School of the University of Pennsylvania.
Actieve functies van Jim Judge
| Bedrijven | Functie | Begin |
|---|---|---|
Ethos Financial Group LLC
 Ethos Financial Group LLC Investment ManagersFinance Ethos Financial Group LLC (Ethos) is an independent, SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by James "Jim” Judge IV in 2022. Ethos offers wealth management services to individual and institutional clients through model asset allocation portfolios. | Algemeen Directeur | 05-05-2022 |
Eerdere bekende functies van Jim Judge
| Bedrijven | Functie | Einde |
|---|---|---|
Almanack Investment Partners LLC
 Almanack Investment Partners LLC Investment ManagersFinance Almanack Investment Partners LLC (Almanack) is a SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded in 2015 and is principally owned by Gadsden Group Holdings LLC. Almanack offers investment management services to individual and institutional clients through the use of model asset allocation portfolios. | Compliance Officer | 01-05-2022 |
Gadsden LLC
 Gadsden LLC Investment ManagersFinance Gadsden LLC is a SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded in 2017 and is a subsidiary of Gadsden Group Holdings LLC. Gadsden manages the Gadsden Dynamic Multi-Asset ETF (CBOE: GDMA), an actively managed fund designed to serve as either a multi-asset core or an alternative allocation for client's portfolio. | Lid van de Investeringscommissie | 31-12-2019 |
Opleiding van Jim Judge
| Boston College | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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Almanack Investment Partners LLC
Almanack Investment Partners LLC Investment ManagersFinance Almanack Investment Partners LLC (Almanack) is a SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded in 2015 and is principally owned by Gadsden Group Holdings LLC. Almanack offers investment management services to individual and institutional clients through the use of model asset allocation portfolios. | Finance |
Gadsden LLC
Gadsden LLC Investment ManagersFinance Gadsden LLC is a SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded in 2017 and is a subsidiary of Gadsden Group Holdings LLC. Gadsden manages the Gadsden Dynamic Multi-Asset ETF (CBOE: GDMA), an actively managed fund designed to serve as either a multi-asset core or an alternative allocation for client's portfolio. | Finance |
Ethos Financial Group LLC
Ethos Financial Group LLC Investment ManagersFinance Ethos Financial Group LLC (Ethos) is an independent, SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by James "Jim” Judge IV in 2022. Ethos offers wealth management services to individual and institutional clients through model asset allocation portfolios. | Finance |
