James Richard Adams
Chief Executive Officer at Sound Investment Strategies, Inc.
James Richard Adams active positions
| Companies | Position | Start | End |
|---|---|---|---|
Sound Investment Strategies, Inc.
 Sound Investment Strategies, Inc. Investment ManagersFinance Sound Investment Strategies, Inc. provides investment advisory services. The company was founded by James R. Adams, Jedediah J. Sires and Stephen Guss in 2006 and is headquartered in Bothell, WA. | Chief Executive Officer | 01/01/2006 | - |
| Founder | 01/01/2006 | - |
Career history of James Richard Adams
Former positions of James Richard Adams
| Companies | Position | Start | End |
|---|---|---|---|
Guardian Capital, Inc. (US)
 Guardian Capital, Inc. (US) Investment ManagersFinance Guardian Capital, Inc. (GCI) is a registered investment advisor located in Everett, Washington. | Chairman | 14/03/1992 | 01/01/2007 |
| Chief Investment Officer | 14/03/1992 | 01/01/2007 | |
| Portfolio Manager-Equities | 14/03/1992 | 01/01/2007 | |
| Portfolio Manager-Fixed Income | 14/03/1992 | 01/01/2007 | |
| President | 14/03/1992 | 01/01/2007 | |
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Corporate Officer/Principal | 01/01/1969 | 20/02/1992 |
Peoples National Corp.
 Peoples National Corp. Major BanksFinance Peoples National Corp. is a national commercial bank. The company is based in West Liberty, IA. Peoples National was acquired by C-B-G, Inc. on March 29, 1999. | Corporate Officer/Principal | 01/01/1969 | 20/02/1992 |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 2 |
| Chairman | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 5 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Finance |
Guardian Capital, Inc. (US)
Guardian Capital, Inc. (US) Investment ManagersFinance Guardian Capital, Inc. (GCI) is a registered investment advisor located in Everett, Washington. | Finance |
Peoples National Corp.
Peoples National Corp. Major BanksFinance Peoples National Corp. is a national commercial bank. The company is based in West Liberty, IA. Peoples National was acquired by C-B-G, Inc. on March 29, 1999. | Finance |
Sound Investment Strategies, Inc.
Sound Investment Strategies, Inc. Investment ManagersFinance Sound Investment Strategies, Inc. provides investment advisory services. The company was founded by James R. Adams, Jedediah J. Sires and Stephen Guss in 2006 and is headquartered in Bothell, WA. | Finance |
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