Brian G. Jame
Director of Research - Equity at Ullmann Wealth Partners Group LLC
Brian G. Jame active positions
| Companies | Position | Start | End |
|---|---|---|---|
Ullmann Wealth Partners Group LLC
 Ullmann Wealth Partners Group LLC Investment ManagersFinance Ullmann Wealth Partners Group LLC (UWP) is a wealth management firm and registered investment advisor headquartered in Jacksonville Beach, Florida. In 2022, the firm has acquired the investment advisory business of Ullmann Financial Group, Inc. (dba Ullmann Wealth Partners), which was founded by Glenn Ulmann in 2000. It is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). UWP offers a diverse range of wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Director of Research - Equity | 01/02/2016 | - |
| Portfolio Manager-Equities | 01/02/2016 | - |
Career history of Brian G. Jame
Training of Brian G. Jame
| Miami University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Statistics
International
| United States | 4 |
Operational
| Director of Research - Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Masters Business Admin | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Ullmann Wealth Partners Group LLC
Ullmann Wealth Partners Group LLC Investment ManagersFinance Ullmann Wealth Partners Group LLC (UWP) is a wealth management firm and registered investment advisor headquartered in Jacksonville Beach, Florida. In 2022, the firm has acquired the investment advisory business of Ullmann Financial Group, Inc. (dba Ullmann Wealth Partners), which was founded by Glenn Ulmann in 2000. It is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). UWP offers a diverse range of wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
- Stock Market
- Insiders
- Brian G. Jame
- Experience
