Brian James Email & Phone Number

Managing Partner @ Ullmann Financial Group

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Brian James Location

Jacksonville Beach, FL, US

Brian James Work

2022 - now Managing Partner @
2016 - 2026 Director of Investments, Wealth Advisor @
2015 - 2016 Principal @ ELK Construction, LLC
2009 - 2015 Head Trader @ Water Street Capital
2006 - 2008 Head of Trading @ Oceanwood Capital Management
2000 - 2006 Senior Trader @ K Capital Partners LLP
1998 - 2000 Associate, Equity Derivative Sales @ Lehman Brothers

Brian James Education

The University of Chicago Booth School of Business
M.B.A. (Concentrations in Finance and Economics)
1997 - 1998
Miami University
B.S. (Finance and Economics)
1989 - 1993

Brian James Summary

Brian James, based in Jacksonville Beach, FL, US, is currently a Managing Partner at Ullmann Wealth Partners. Brian James brings experience from previous roles at Ullmann Wealth Partners, ELK Construction, LLC, Water Street Capital and Oceanwood Capital Management. Brian James holds a 1997 - 1998 M.B.A. in Concentrations in Finance and Economics @ The University of Chicago Booth School of Business. Brian James has 1 emails and 1 mobile phone numbers on RocketReach.

Brian James Emails

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Brian James Phone Numbers

Found 2 phone numbers

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Top Ullmann Financial Group Employees

Glenn Ullmann

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Florida, United States

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