Brian Kirkpatrick
Vorstandsvorsitzender bei CG Funds Trust
Profil
Brian T.
Kirkpatrick is currently the President & Chief Executive Officer at CG Funds Trust.
Previously, he served as the Chief Financial Officer & Director at Neptune Research LLC.
He also worked as a Portfolio Manager at Cypress Capital Group, Inc. from 2005 to 2009.
In addition, he held the position of Portfolio Manager at Palm Beach Capital Services Group, Inc. in 2004.
From 2009 to 2012, he worked as a Portfolio Manager at Sabadell Bank & Trust.
Mr. Kirkpatrick also served as the President & Chief Investment Officer at CG Asset Management LLC.
Furthermore, he held the position of President at Universal Engineering Sciences LLC.
Mr. Kirkpatrick completed his undergraduate degree at the University of Florida and obtained an MBA from the University of Miami.
Aktive Positionen von Brian Kirkpatrick
| Unternehmen | Position | Beginn |
|---|---|---|
CG Funds Trust
 CG Funds Trust Investment Trusts/Mutual FundsMiscellaneous CG Funds Trust engages in operation and carry on the business of an open-end management investment company. The primary investment objective is to produce growth of capital, with a secondary objective of realization of current income through the receipt of interest or dividends. The company was founded in 2013 and is headquartered in Charlotte, NC. | Vorstandsvorsitzender | - |
Ehemalige bekannte Positionen von Brian Kirkpatrick
| Unternehmen | Position | Ende |
|---|---|---|
Sabadell Bank & Trust
 Sabadell Bank & Trust Investment ManagersFinance Sabadell Bank & Trust was operates as trusted financial advisor firm. The company was headquartered in Sea Isle City, NJ. | Corporate Officer/Principal | 31.08.2012 |
Cypress Capital Group, Inc.
 Cypress Capital Group, Inc. Investment ManagersFinance Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US. | Corporate Officer/Principal | 30.04.2009 |
| Palm Beach Capital Services Group, Inc. | Corporate Officer/Principal | 31.12.2004 |
Universal Engineering Sciences LLC
 Universal Engineering Sciences LLC Engineering & ConstructionIndustrial Services Universal Engineering Sciences, Inc. operates as an consulting engineering firm. Its services include geotechnical engineering, environmental sciences, construction materials testing, and threshold inspection. The company was founded by Seymour D. Israel in 1964 and is headquartered in Orlando, FL. | Präsident | - |
Neptune Research LLC
 Neptune Research LLC Engineering & ConstructionIndustrial Services Neptune Research LLC provides infrastructure engineering and repair services. Its products include streel wrap, thermos wrap tm 500, acid shield, syntho glass, viper skin, scar guard, allmet safety tool, syntho support, trans wrap and trident seal. The company was founded in 1982 and is headquartered in Riviera Beach, FL. | Finanzdirektor/CFO | - |
Ausbildung von Brian Kirkpatrick
| University of Florida | Undergraduate Degree |
| University of Miami | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
Cypress Capital Group, Inc.
Cypress Capital Group, Inc. Investment ManagersFinance Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US. | Finance |
| Palm Beach Capital Services Group, Inc. | |
CG Funds Trust
CG Funds Trust Investment Trusts/Mutual FundsMiscellaneous CG Funds Trust engages in operation and carry on the business of an open-end management investment company. The primary investment objective is to produce growth of capital, with a secondary objective of realization of current income through the receipt of interest or dividends. The company was founded in 2013 and is headquartered in Charlotte, NC. | Miscellaneous |
Sabadell Bank & Trust
Sabadell Bank & Trust Investment ManagersFinance Sabadell Bank & Trust was operates as trusted financial advisor firm. The company was headquartered in Sea Isle City, NJ. | Finance |
Universal Engineering Sciences LLC
Universal Engineering Sciences LLC Engineering & ConstructionIndustrial Services Universal Engineering Sciences, Inc. operates as an consulting engineering firm. Its services include geotechnical engineering, environmental sciences, construction materials testing, and threshold inspection. The company was founded by Seymour D. Israel in 1964 and is headquartered in Orlando, FL. | Industrial Services |
CG Asset Management LLC
 CG Asset Management LLC Investment ManagersFinance CG Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Capital Guardian Holding LLC. They were formerly known as Capital Guardian Asset Management LLC. CG Asset Management LLC provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit sharing plans, trusts, estates and high net-worth individuals. CGAM also has a management services agreement with an affiliate, Wall Street Management Corp. (WSMC), the advisor to the CG Core Balanced Fund under which they provide certain administrative services.^ | Finance |
Neptune Research LLC
Neptune Research LLC Engineering & ConstructionIndustrial Services Neptune Research LLC provides infrastructure engineering and repair services. Its products include streel wrap, thermos wrap tm 500, acid shield, syntho glass, viper skin, scar guard, allmet safety tool, syntho support, trans wrap and trident seal. The company was founded in 1982 and is headquartered in Riviera Beach, FL. | Industrial Services |
