Jimmy Kull
Vorstandsvorsitzender bei Cypress Point Wealth Management LLC
Profil
Mr. James F.
Kull, CFA, is a Founder & Managing Director at Cypress Point Wealth Management LLC.
Prior to founding Cypress Point, Mr. Kull served as a corporate attorney for a large international law firm as well as an advisor at a wealth management firm.
He graduated from Washington & Lee University with a bachelor’s degree in history.
Mr. Kull also received a JD from The University of Texas School of Law.
Aktive Positionen von Jimmy Kull
| Unternehmen | Position | Beginn |
|---|---|---|
Cypress Point Wealth Management LLC
 Cypress Point Wealth Management LLC Investment ManagersFinance Cypress Point Wealth Management LLC (Cypress Point) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by James (Jimmy) Kull in 2007 as Cypress Wealth Management LLC. Cypress Point provides portfolio management services primarily to high net-worth individuals and families, including trusts and corporate entities related to those individuals and families. | Vorstandsvorsitzender | 01.01.2007 |
Ehemalige bekannte Positionen von Jimmy Kull
| Unternehmen | Position | Ende |
|---|---|---|
Carter Financial Management
 Carter Financial Management Miscellaneous Commercial ServicesCommercial Services Carter Financial Management provides financial management services. It offers financial advice, asset management, brokerage, insurance, and trust related services. The firm's customers include high net worth individuals, pensions, retirement funds, foundations and trusts. The company was founded by William E. Carter in 1976 and is headquartered in Dallas, TX. | Corporate Officer/Principal | - |
Ausbildung von Jimmy Kull
| The University of Texas at Austin | Graduate Degree |
| Washington & Lee University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Carter Financial Management
Carter Financial Management Miscellaneous Commercial ServicesCommercial Services Carter Financial Management provides financial management services. It offers financial advice, asset management, brokerage, insurance, and trust related services. The firm's customers include high net worth individuals, pensions, retirement funds, foundations and trusts. The company was founded by William E. Carter in 1976 and is headquartered in Dallas, TX. | Commercial Services |
Cypress Point Wealth Management LLC
Cypress Point Wealth Management LLC Investment ManagersFinance Cypress Point Wealth Management LLC (Cypress Point) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by James (Jimmy) Kull in 2007 as Cypress Wealth Management LLC. Cypress Point provides portfolio management services primarily to high net-worth individuals and families, including trusts and corporate entities related to those individuals and families. | Finance |
