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Career history of Karen Motley Japngie
Former positions of Karen Motley Japngie
Companies | Position | Start | End |
---|---|---|---|
ACG Wealth, Inc.
![]() ACG Wealth, Inc. Investment ManagersFinance ACG Wealth, Inc. (ACG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. It was founded as Atlanta Capital Group in 2009 by Jeffrey Shaver, David Millican, and Joseph Young, Jr. In 2021, the firm was acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. ACG provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Portfolio Manager-Equities | 2012-12-31 | 2021-11-29 |
Growth Equity Group
![]() Growth Equity Group Investment ManagersFinance New York City-based Growth Equity Group (GEG) is a division of U.S. Trust Co. of New York. In 2000, U.S. Trust merged with the Charles Schwab Corporation (NYSE: SCH). GEG was previously known as Campbell Cowperthwait & Co. | Portfolio Manager-Equities | - | 2002-12-30 |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - | - |
PaineWebber, Inc. | Corporate Officer/Principal | 1977-12-31 | - |
Optimum Growth Advisors LLC
![]() Optimum Growth Advisors LLC Investment ManagersFinance Founded in 1996, Optimum Growth Advisors LLC is a registered investment advisor located in New York City with an additional office in Marblehead, Massachusetts. The firm provides investment management services to individuals, foundations, endowments and profit sharing plans. | Founder | 2010-12-21 | - |
Director of Investments | 1995-12-31 | - | |
Portfolio Manager-Equities | 1995-12-31 | - | |
Portfolio Manager-Fixed Income | 2010-12-22 | - |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 2 |
Founder | 1 |
Sectoral
Finance | 6 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Optimum Growth Advisors LLC
![]() Optimum Growth Advisors LLC Investment ManagersFinance Founded in 1996, Optimum Growth Advisors LLC is a registered investment advisor located in New York City with an additional office in Marblehead, Massachusetts. The firm provides investment management services to individuals, foundations, endowments and profit sharing plans. | Finance |
Growth Equity Group
![]() Growth Equity Group Investment ManagersFinance New York City-based Growth Equity Group (GEG) is a division of U.S. Trust Co. of New York. In 2000, U.S. Trust merged with the Charles Schwab Corporation (NYSE: SCH). GEG was previously known as Campbell Cowperthwait & Co. | Finance |
PaineWebber, Inc. | Finance |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
ACG Wealth, Inc.
![]() ACG Wealth, Inc. Investment ManagersFinance ACG Wealth, Inc. (ACG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. It was founded as Atlanta Capital Group in 2009 by Jeffrey Shaver, David Millican, and Joseph Young, Jr. In 2021, the firm was acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. ACG provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Finance |
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