Karriereverlauf von Jim Poats
Ehemalige bekannte Positionen von Jim Poats
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Pettyjohn, Wood & White, Inc.
 Pettyjohn, Wood & White, Inc. Investment ManagersFinance Pettyjohn, Wood & White, Inc. (PWW) is a SEC-registered investment advisor headquartered in Lynchburg, Virginia. The firm was initially formed as The Pettyjohn Co. in 1978 by the late Clunet H. Pettyjohn, Jr. They were acquired by Gorham “Bunny” Wood and Charles B. White in 2012. Mr. Wood and Mr. White were the founding principals and owners of the Lynchburg-based investment advisory firm of Wood & White Investment Advisors LLC (Wood & White). In 2014, the operations of Wood & White were merged into The Pettyjohn Co., Inc. and the combined firm was renamed Pettyjohn, Wood & White, Inc. The firm became wholly owned by Bank of the James Financial Group, Inc. (NASDAQ: BOTJ) in 2021. PWW specializes in customized portfolio management mainly for individuals and families, retirement plans, trusts, estates and foundations. | Portfolio Manager-Aktien | 01.09.1989 | 06.04.2021 |
| Wheat First Securities, Inc. | Corporate Officer/Principal | - | - |
Ausbildung von Jim Poats
| McIntire School of Commerce | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Pettyjohn, Wood & White, Inc.
Pettyjohn, Wood & White, Inc. Investment ManagersFinance Pettyjohn, Wood & White, Inc. (PWW) is a SEC-registered investment advisor headquartered in Lynchburg, Virginia. The firm was initially formed as The Pettyjohn Co. in 1978 by the late Clunet H. Pettyjohn, Jr. They were acquired by Gorham “Bunny” Wood and Charles B. White in 2012. Mr. Wood and Mr. White were the founding principals and owners of the Lynchburg-based investment advisory firm of Wood & White Investment Advisors LLC (Wood & White). In 2014, the operations of Wood & White were merged into The Pettyjohn Co., Inc. and the combined firm was renamed Pettyjohn, Wood & White, Inc. The firm became wholly owned by Bank of the James Financial Group, Inc. (NASDAQ: BOTJ) in 2021. PWW specializes in customized portfolio management mainly for individuals and families, retirement plans, trusts, estates and foundations. | Finance |
| Wheat First Securities, Inc. | Finance |
