Profil
James P.
Dowd was the founder of North Capital Private Securities Corp.
(founded in 2011) where he held the title of Chief Executive & Compliance Officer.
He is also the founder of North Capital, Inc. (founded in 2008) where he holds the title of Managing Director.
Currently, Mr. Dowd is the Chief Executive Officer at North Capital Investment Technology, Inc. since 2014.
He is also the Chairman & President at North Capital Funds Trust since 2019.
Additionally, he holds a position as a Director at Worth Financial Management LLC.
In the past, Mr. Dowd worked as a Branch Manager at Bt Asia Securities Ltd.
(Japan).
Aktive Positionen von Jim Dowd
| Unternehmen | Position | Beginn |
|---|---|---|
North Capital, Inc.
 North Capital, Inc. Investment ManagersFinance North Capital, Inc. is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by James P. Dowd in 2008. North Capital provides financial planning and investment advisory solutions to individuals, families and institutions. | Vorstandsvorsitzender | 01.10.2008 |
North Capital Investment Technology, Inc.
 North Capital Investment Technology, Inc. Financial ConglomeratesFinance North Capital Investment Technology, Inc. engages in the provision of technology and business process consulting services to investment management firms and broker-dealers. The company was founded on June 12, 2015 and is headquartered in Salt Lake City, UT. | Vorstandsvorsitzender | 01.01.2014 |
North Capital Funds Trust
 North Capital Funds Trust North Capital Funds Trust is open-end investment company. Its investment adviser is North Capital, Inc. The company was founded on December 10, 2018 and is headquartered in Salt Lake City, UT. | Vorsitzender | 10.12.2018 |
Worth Financial Management LLC
 Worth Financial Management LLC Packaged SoftwareTechnology Services Worth Financial Management LLC provides savings and digital investment platform and investment services. It offers savings account management, general investment, and retirement plan. The company was founded on March 1, 2016 and is headquartered in Philadelphia, PA. | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von Jim Dowd
| Unternehmen | Position | Ende |
|---|---|---|
| Bt Asia Securities Ltd. (Japan) | Corporate Officer/Principal | - |
North Capital Private Securities Corp.
 North Capital Private Securities Corp. Investment Banks/BrokersFinance North Capital Private Securities Corp. provides prime brokerage and technology application services to financial marketplaces. It offers alternative investments, marketplace solutions, and advisory services. The company was founded Jim Dowd on May 30, 2012 and is headquartered in Midvale, UT. | Vorstandsvorsitzender | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
North Capital Private Securities Corp.
North Capital Private Securities Corp. Investment Banks/BrokersFinance North Capital Private Securities Corp. provides prime brokerage and technology application services to financial marketplaces. It offers alternative investments, marketplace solutions, and advisory services. The company was founded Jim Dowd on May 30, 2012 and is headquartered in Midvale, UT. | Finance |
North Capital Investment Technology, Inc.
North Capital Investment Technology, Inc. Financial ConglomeratesFinance North Capital Investment Technology, Inc. engages in the provision of technology and business process consulting services to investment management firms and broker-dealers. The company was founded on June 12, 2015 and is headquartered in Salt Lake City, UT. | Finance |
North Capital, Inc.
North Capital, Inc. Investment ManagersFinance North Capital, Inc. is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by James P. Dowd in 2008. North Capital provides financial planning and investment advisory solutions to individuals, families and institutions. | Finance |
Worth Financial Management LLC
Worth Financial Management LLC Packaged SoftwareTechnology Services Worth Financial Management LLC provides savings and digital investment platform and investment services. It offers savings account management, general investment, and retirement plan. The company was founded on March 1, 2016 and is headquartered in Philadelphia, PA. | Technology Services |
North Capital Funds Trust
North Capital Funds Trust North Capital Funds Trust is open-end investment company. Its investment adviser is North Capital, Inc. The company was founded on December 10, 2018 and is headquartered in Salt Lake City, UT. | |
| Bt Asia Securities Ltd. (Japan) |
