Jules Hamilton Scruggs
Portfolio Manager-Equities at Sanctuary Wealth Management LLC
Profile
Jules Hamilton Scruggs is currently working as Vice President at Sanctuary Wealth Management LLC since 2019.
Prior to this, he worked as Senior Vice President at World Equity Group, Inc. and as Partner & Senior Vice President at Westlake Securities LLC (Research).
Jules Hamilton Scruggs active positions
Companies | Position | Start |
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Sanctuary Wealth Management LLC
Sanctuary Wealth Management LLC Investment ManagersFinance Sanctuary Wealth Management LLC provides investment advice. The private company is based in Pocatello, ID. The company was founded in 2004 by Gene Clay Esplin and Brett David Robison. Brett David Robison has been the CEO of the company since 2004. | Portfolio Manager-Equities | 01/06/2019 |
Former positions of Jules Hamilton Scruggs
Companies | Position | End |
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Westlake Securities LLC (Research)
Westlake Securities LLC (Research) Investment ManagersFinance Founded in 2003, Westlake Securities LLC is a middle-market investment banking firm headquartered in Austin, Texas. The firm's research arm provides institutional clients with unique insights. Their analysts typically investigate under-followed and complex situations to find investment opportunities across the capital structure (both debt and equity) that are likely to outperform the market, in both long and short recommendations. Westlake Securities takes a bottom-up approach toward specific investment opportunities and provides heavily value-oriented recommendations that consider both the upside potential as well as downside risk of potential investments. Their research effort includes a rigorous analysis of the company's fundamentals through an assessment of industry dynamics, corporate and capital structure, leverage, liquidity, cash flows and cash needs. The firm also assesses the strength of a company's management and competitive position through frequent interaction with various managements and other industry participants. Westlake Securities' research focuses on the energy and industrial sectors. | Corporate Officer/Principal | - |
World Equity Group, Inc.
World Equity Group, Inc. Investment Banks/BrokersFinance World Equity Group, Inc. provides investment advisory services. Its services include risk & asset management, investment oversight, retirement income distribution, strategic family wealth planning, full-service investment banking, and pre-IPO funds & investments. The company was founded in 1997 and is headquartered in Arlington Heights, IL. | Corporate Officer/Principal | - |
Experiences
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Private companies
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1st degree connections
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Linked companies
Private companies | 3 |
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Sanctuary Wealth Management LLC
Sanctuary Wealth Management LLC Investment ManagersFinance Sanctuary Wealth Management LLC provides investment advice. The private company is based in Pocatello, ID. The company was founded in 2004 by Gene Clay Esplin and Brett David Robison. Brett David Robison has been the CEO of the company since 2004. | Finance |
World Equity Group, Inc.
World Equity Group, Inc. Investment Banks/BrokersFinance World Equity Group, Inc. provides investment advisory services. Its services include risk & asset management, investment oversight, retirement income distribution, strategic family wealth planning, full-service investment banking, and pre-IPO funds & investments. The company was founded in 1997 and is headquartered in Arlington Heights, IL. | Finance |
Westlake Securities LLC (Research)
Westlake Securities LLC (Research) Investment ManagersFinance Founded in 2003, Westlake Securities LLC is a middle-market investment banking firm headquartered in Austin, Texas. The firm's research arm provides institutional clients with unique insights. Their analysts typically investigate under-followed and complex situations to find investment opportunities across the capital structure (both debt and equity) that are likely to outperform the market, in both long and short recommendations. Westlake Securities takes a bottom-up approach toward specific investment opportunities and provides heavily value-oriented recommendations that consider both the upside potential as well as downside risk of potential investments. Their research effort includes a rigorous analysis of the company's fundamentals through an assessment of industry dynamics, corporate and capital structure, leverage, liquidity, cash flows and cash needs. The firm also assesses the strength of a company's management and competitive position through frequent interaction with various managements and other industry participants. Westlake Securities' research focuses on the energy and industrial sectors. | Finance |
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