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Jim Bailey
Portfolio Manager-Aktien bei Exencial Wealth Advisors LLC
Aktive Positionen von Jim Bailey
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Exencial Wealth Advisors LLC
![]() Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Portfolio Manager-Aktien | 01.06.2020 | - |
Karriereverlauf von Jim Bailey
Ehemalige bekannte Positionen von Jim Bailey
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Willingdon Wealth Management LLC
![]() Willingdon Wealth Management LLC Investment ManagersFinance Willingdon Wealth Management LLC (Willingdon) is an investment management firm headquartered in Huntersville, North Carolina. The firm was founded by Lewis Kayes III in 2003 and they are a subsidiary of Execial Wealth Advisors LLC. Willingdon provides investment management services for high net-worth individuals and business owners. | Portfolio Manager-Aktien | 01.01.2016 | 10.07.2020 |
Interstate/Johnson Lane Corp. | Corporate Officer/Principal | 01.01.1996 | 28.02.1999 |
Caritas Capital LLC
![]() Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Analyst-Equity | 05.05.2010 | - |
Portfolio Manager-Aktien | 03.05.2010 | 03.05.2010 | |
Corporate Officer/Principal | 03.05.2010 | 03.05.2010 | |
Portfolio Capital Management, Inc.
![]() Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Compliance Officer | 01.03.1999 | - |
Portfolio Manager-Aktien | 21.03.2012 | - | |
Portfolio Manager-Fixed Income | 01.03.1999 | - |
Ausbildung von Jim Bailey
Youngstown State University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Portfolio Manager-Equities | 4 |
Corporate Officer/Principal | 2 |
Compliance Officer | 1 |
Sektoral
Finance | 6 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
---|---|
Portfolio Capital Management, Inc.
![]() Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Finance |
Interstate/Johnson Lane Corp. | Finance |
Caritas Capital LLC
![]() Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Finance |
Willingdon Wealth Management LLC
![]() Willingdon Wealth Management LLC Investment ManagersFinance Willingdon Wealth Management LLC (Willingdon) is an investment management firm headquartered in Huntersville, North Carolina. The firm was founded by Lewis Kayes III in 2003 and they are a subsidiary of Execial Wealth Advisors LLC. Willingdon provides investment management services for high net-worth individuals and business owners. | Finance |
Exencial Wealth Advisors LLC
![]() Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Finance |
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