Julian Franklin Patton
Keine laufenden Positionen mehr
Profil
Mr. Julian F.
Patton, Jr., is a Portfolio Manager at CAMG Solamere Management LLC.
He performs ongoing due diligence on the investments, analyzing investment and portfolio results.
He has over 10 years of investment management and financial planning experience.
Prior to joining CAMG Solamere Management, Mr. Patton was employed as an Assistant Portfolio Manager by Buckhorn Capital Management LLC, an Associate Financial Planner by PPA Advisory Services, Inc., and Financial Advisor by USAA Financial Planning Services.
Mr. Patton graduated from the University of Georgia with a BS in Consumer Economics with special emphasis in Family Financial Management.
He holds the Certified Financial Planner designation and has been awarded the CFA designation by the CFA Institute.
He is a regular member of the CFA Institute and North Carolina Society of Financial Analysts.
Ehemalige bekannte Positionen von Julian Franklin Patton
| Unternehmen | Position | Ende |
|---|---|---|
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 |
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-Aktien | 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 | - |
Ausbildung von Julian Franklin Patton
| University of Georgia | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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 |
