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James Sanford Clark
Portföljförvaltare-Aktier på
BankPlus Wealth Management LLC
Profil
Mr. James S.
Clark is a Senior Vice President & Wealth Strategies Manager at BankPlus Wealth Management LLC.
He has more than 25 years of investment management experience working with individuals, retirement plans, and foundations.
Mr. Clark earned a degree in Economics from the University of Mississippi and a Master of Business Administration degree from Millsaps College.
He is a CFA charter holder and is a Certified Financial Planner professional.
He is also a member of the CFA Institute and the CFA Society of Mississippi.
Aktiva positioner av James Sanford Clark
| Företag | Position | Start |
|---|---|---|
BankPlus Wealth Management LLC
 BankPlus Wealth Management LLC Investment ManagersFinance BankPlus Wealth Advisors is an investment generalist and looks at all major economic sectors. The firm invests in publicly traded domestic companies as well as foreign firms traded as American Depositary Receipts, or ADRs. They generally seek only profitable companies, given the additional uncertainty of a loss-making operation. BPWM looks for companies with strong financial characteristics, giving scrutiny to firms with significant intangible assets. Their research is performed in-house using, among other things, SEC filings, company financials, and corporate websites. | Portföljförvaltare-Aktier | - |
James Sanford Clarks utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
3
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
University of Mississippi
 University of Mississippi Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BankPlus Wealth Management LLC
BankPlus Wealth Management LLC Investment ManagersFinance BankPlus Wealth Advisors is an investment generalist and looks at all major economic sectors. The firm invests in publicly traded domestic companies as well as foreign firms traded as American Depositary Receipts, or ADRs. They generally seek only profitable companies, given the additional uncertainty of a loss-making operation. BPWM looks for companies with strong financial characteristics, giving scrutiny to firms with significant intangible assets. Their research is performed in-house using, among other things, SEC filings, company financials, and corporate websites. | Finance |
