Jim Julian
Investment Committee Member at Courier Capital LLC
Jim Julian active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - | - |
| Portfolio Manager-Equities | - | - |
Career history of Jim Julian
Former positions of Jim Julian
| Companies | Position | Start | 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 | 1988-12-31 | - |
| Portfolio Manager-Equities | 1988-12-31 | - |
Training of Jim Julian
| University of Notre Dame | Undergraduate Degree |
| The State University of New York | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Compliance Officer | 1 |
| Graduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
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