Jim Julian

Mitglied des Investmentausschusses bei Courier Capital LLC

77 Jahre

Finance

Consumer Services

Profil

Mr. James P.
Julian is an Executive Vice President at Courier Capital LLC.
He has been in the investment services industry since 1969.
Prior to joining Robshaw & Julian in 1989, Mr. Julian was a Senior Vice President and Chief Investment Officer for the Western Region of Key Trust Co. Mr. Julian holds an M.A.
in Economics from the State University of New York at Buffalo and a B.A.
from the University of Notre Dame.

Aktive Positionen von Jim Julian

Unternehmen	Position	Beginn
Courier Capital LLC Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans.	Mitglied des Investmentausschusses	-

Alle aktiven Positionen von Jim Julian

Ehemalige bekannte Positionen von Jim Julian

Unternehmen	Position	Ende
Robshaw & Julian Associates, Inc. Robshaw & Julian Associates, Inc. Investment ManagersFinance Robshaw & Julian Associates, Inc. engages in the provision of investment advisory services. The company was founded in 1979 and is headquartered in Williamsville, NY.	Compliance Officer	-

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Ausbildung von Jim Julian

University of Notre Dame	Undergraduate Degree
The State University of New York	Graduate Degree

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

100 +

Beziehungen ersten Grades

Unternehmen ersten Grades

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Frau

Aufsichtsräte

Führungskräfte

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Unternehmensverbindungen

Private Unternehmen	2
Robshaw & Julian Associates, Inc. Robshaw & Julian Associates, Inc. Investment ManagersFinance Robshaw & Julian Associates, Inc. engages in the provision of investment advisory services. The company was founded in 1979 and is headquartered in Williamsville, NY.	Finance
Courier Capital LLC Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans.	Finance