Jimmy Kull
Chief Executive Officer at Cypress Point Wealth Management LLC
Jimmy Kull active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Executive Officer | 01/01/2007 | - |
| Founder | 01/01/2007 | - |
Career history of Jimmy Kull
Former positions of Jimmy Kull
| Companies | Position | Start | End |
|---|---|---|---|
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 | 01/01/2003 | - |
Training of Jimmy Kull
| Washington & Lee University | Undergraduate Degree |
| The University of Texas at Austin | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
| Graduate Degree | 1 |
Sectoral
| Consumer Services | 3 |
| Commercial Services | 2 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
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