James Alan Pavlik
Direktor/Vorstandsmitglied bei The Center Serving Persons With Mental Retardation
Profil
Mr. James A.
Pavlik is a Managing Partner at Icon Wealth Advisors LLC.
He is on the Board of Directors at The Center Serving Persons With Mental Retardation.
He serves on the firm’s Investment Committee.
Mr. Pavlik was previously was a Managing Director and Client Advisor at Avalon Advisors for 14 years, where he provided investment advice to high-net-worth individuals and their families.
Prior to Avalon, he was a consultant with McKinsey & Company in Dallas where he advised corporations on a wide array of issues ranging from organizational redesign to prioritization of investment opportunities.
From 1995 through 2002, he was an advisor in finance and accounting, including positions of Vice President at Schnitzius & Vaughan, a boutique M&A investment bank, and Manager at PricewaterhouseCoopers.
He earned a Bachelor’s degree in Accounting from the University of Texas, completing the Plan II and Business Honors programs and graduating magna cum laude in 1994.
He earned his MBA, with honors, from the Wharton School of the University of Pennsylvania.
Aktive Positionen von James Alan Pavlik
| Unternehmen | Position | Beginn |
|---|---|---|
The Center Serving Persons With Mental Retardation
 The Center Serving Persons With Mental Retardation Personnel ServicesCommercial Services The Center Serving Persons With Mental Retardation is a not for profit agency serving persons with intellectual and developmental disabilities through programs and care services. It offers day, residential, vocational, and enrichment services. The company was founded in 1950 and is headquartered in Houston, TX. | Direktor/Vorstandsmitglied | - |
Icon Wealth Advisors LLC
 Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Mitglied des Investmentausschusses | 01.08.2022 |
Ehemalige bekannte Positionen von James Alan Pavlik
| Unternehmen | Position | Ende |
|---|---|---|
Icon Wealth Partners LLC
 Icon Wealth Partners LLC Investment ManagersFinance Icon Wealth Partners LLC (Icon) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Mark McAdams, Blake Pratz and Steve Schwarzbach in 2016. They are owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Icon provides comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. | Mitglied des Investmentausschusses | 05.10.2022 |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
| Pricewaterhousecoopers LLC | Corporate Officer/Principal | - |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Corporate Officer/Principal | - |
Ausbildung von James Alan Pavlik
| University of Pennsylvania | Masters Business Admin |
| The University of Texas at Austin | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Commercial Services |
| Pricewaterhousecoopers LLC | |
The Center Serving Persons With Mental Retardation
The Center Serving Persons With Mental Retardation Personnel ServicesCommercial Services The Center Serving Persons With Mental Retardation is a not for profit agency serving persons with intellectual and developmental disabilities through programs and care services. It offers day, residential, vocational, and enrichment services. The company was founded in 1950 and is headquartered in Houston, TX. | Commercial Services |
Icon Wealth Partners LLC
Icon Wealth Partners LLC Investment ManagersFinance Icon Wealth Partners LLC (Icon) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Mark McAdams, Blake Pratz and Steve Schwarzbach in 2016. They are owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Icon provides comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. | Finance |
Icon Wealth Advisors LLC
Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Finance |
