Julian Franklin Patton
Career history of Julian Franklin Patton
Former positions of Julian Franklin Patton
| Companies | Position | Start | End |
|---|---|---|---|
CAMG Solamere Management LLC
 CAMG Solamere Management LLC Investment ManagersFinance CAMG Solamere Management LLC, do-business-as Queens Oak Advisors (Queens Oak), is a wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 and was acquired in 2021 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center Corp. Queens Oak provides customized wealth and asset management services for high net worth individuals and families and institutional clients including retirement plans, corporations, charitable organizations, endowments, and foundations. | Analyst-Equity | - | 01/05/2018 |
| Portfolio Manager-Equities | - | 01/05/2018 | |
Buckhorn Capital Management LLC
 Buckhorn Capital Management LLC Investment ManagersFinance Founded in 1990 by Winston Way, Buckhorn Capital Management LLC is a registered investment advisor located in Charlotte, North Carolina. The firm primarily provides services to households, small institutions and closely-held businesses in the southeastern US. | Portfolio Manager-Equities | - | 16/10/2013 |
| Portfolio Manager-Fixed Income | - | 16/10/2013 | |
PPA Advisory Services, Inc.
 PPA Advisory Services, Inc. Investment ManagersFinance Part of Corporate Charities, Inc., PPA Advisory Services, Inc. provides investment advice. The company is based in Roswell, GA. | Corporate Officer/Principal | - | - |
USAA Financial Planning Services
 USAA Financial Planning Services Investment ManagersFinance Part of United Services Automobile Association, USAA Financial Planning Services is a company that provides investment advice. The company is based in San Antonio, TX. | Corporate Officer/Principal | - | - |
Training of Julian Franklin Patton
| University of Georgia | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Portfolio Manager-Equities | 2 |
| Corporate Officer/Principal | 2 |
| Portfolio Manager-Fixed Income | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Buckhorn Capital Management LLC
Buckhorn Capital Management LLC Investment ManagersFinance Founded in 1990 by Winston Way, Buckhorn Capital Management LLC is a registered investment advisor located in Charlotte, North Carolina. The firm primarily provides services to households, small institutions and closely-held businesses in the southeastern US. | Finance |
USAA Financial Planning Services
USAA Financial Planning Services Investment ManagersFinance Part of United Services Automobile Association, USAA Financial Planning Services is a company that provides investment advice. The company is based in San Antonio, TX. | Finance |
CAMG Solamere Management LLC
CAMG Solamere Management LLC Investment ManagersFinance CAMG Solamere Management LLC, do-business-as Queens Oak Advisors (Queens Oak), is a wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 and was acquired in 2021 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center Corp. Queens Oak provides customized wealth and asset management services for high net worth individuals and families and institutional clients including retirement plans, corporations, charitable organizations, endowments, and foundations. | Finance |
PPA Advisory Services, Inc.
PPA Advisory Services, Inc. Investment ManagersFinance Part of Corporate Charities, Inc., PPA Advisory Services, Inc. provides investment advice. The company is based in Roswell, GA. | Finance |
