Jim Julian
Investment Committee Member at Courier Capital LLC
Profile
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.
Jim Julian active positions
Companies | Position | Start |
---|---|---|
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. | Investment Committee Member | - |
Former positions of Jim Julian
Companies | Position | End |
---|---|---|
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 | - |
Training of Jim Julian
University of Notre Dame | Undergraduate Degree |
The State University of New York | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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 |
- Stock Market
- Insiders
- Jim Julian