James P. Hua

James P. Hua

Chief Investment Officer at Sheppard Wealth Management LLC

41 year
Finance
Consumer Services

Profile

James P.
Hua
is currently working as a Portfolio Manager at Opal Advisors LLC and as a Chief Investment Officer at Sheppard Wealth Management LLC.
He previously worked as an Independent Director at Emergent Capital, Inc. from 2017 to 2021, as an Independent Director at Owens Realty Mortgage, Inc., and as a Controller at Liberty Capital, Inc. from 2009 to 2011.
He completed his undergraduate degree from the University of Washington.

James P. Hua active positions

CompaniesPositionStart
Corporate Officer/Principal -
Sheppard Wealth Management LLC Chief Investment Officer -
All active positions of James P. Hua

Former positions of James P. Hua

CompaniesPositionEnd
EMERGENT CAPITAL, INC. Director/Board Member 2021-04-06
Comptroller/Controller/Auditor 2010-12-31
OWENS REALTY MORTGAGE INC Director/Board Member -
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Training of James P. Hua

University of Washington Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

20

1st degree connections

6

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies5

Finance

Finance

Finance

Sheppard Wealth Management LLC

Finance

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