James Herr

Analyst-Equity bei CI RGT Private Wealth LLC

Consumer Services

Finance

Aktive Positionen von James Herr

Unternehmen	Position	Beginn	Ende
CI RGT Private Wealth LLC CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families.	Analyst-Equity	01.12.2012	-
	Portfolio Manager-Aktien	01.01.2020	-

Virginia Polytechnic Institute & State University

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Sektoral

Consumer Services	2
Finance	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	1
CI RGT Private Wealth LLC CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families.	Finance

Private Unternehmen

Finance