Jim Julian
Lid van de Investeringscommissie bij Courier Capital LLC
Profiel
Mr. James P.
Julian is an Executive Vice President at Courier Capital LLC.
He has been in the investment services industry since 1969.
Prior to joining Robshaw & Julian in 1989, Mr. Julian was a Senior Vice President and Chief Investment Officer for the Western Region of Key Trust Co.
Mr. Julian holds an M.A.
in Economics from the State University of New York at Buffalo and a B.A.
from the University of Notre Dame.
Actieve functies van Jim Julian
| Bedrijven | Functie | Begin |
|---|---|---|
Courier Capital LLC
 Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans. | Lid van de Investeringscommissie | - |
Eerdere bekende functies van Jim Julian
| Bedrijven | Functie | Einde |
|---|---|---|
Robshaw & Julian Associates, Inc.
 Robshaw & Julian Associates, Inc. Investment ManagersFinance Robshaw & Julian Associates, Inc. engages in the provision of investment advisory services. The company was founded in 1979 and is headquartered in Williamsville, NY. | Compliance Officer | - |
Opleiding van Jim Julian
| The State University of New York | Graduate Degree |
| University of Notre Dame | Undergraduate Degree |
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 | 2 |
|---|---|
Robshaw & Julian Associates, Inc.
Robshaw & Julian Associates, Inc. Investment ManagersFinance Robshaw & Julian Associates, Inc. engages in the provision of investment advisory services. The company was founded in 1979 and is headquartered in Williamsville, NY. | Finance |
Courier Capital LLC
Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans. | Finance |