James Henry Email & Phone Number
Partner, Senior Vice President @ EP Wealth Advisors
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James Henry Location
- Dallas, TX, US
James Henry Work
- 2024 -now Partner, Senior Vice President @
- 2011 -2024 Partner, Portfolio Manager @ Sloan Investment Management
- 2005 -2011 Associate @
- 2001 -2002 Equity Research @
James Henry Education
- SMU Cox School of Business
MBA (Finance, Investments)
2008-2009 - University of Colorado Boulder
Leeds School of Business. B.S. (Finance)
2000-2004 - Jesuit Dallas 1996-2000
James Henry Skills
- Management
- Capital Markets
- Project Management
- Data Analysis
- Investments
- Microsoft Excel
- Public Speaking
- Alternative Investments
- Bloomberg
- Intellectual Property
- Equities
James Henry Summary
- James Henry, based in Dallas, TX, US, is currently a Partner, Senior Vice President at EP Wealth Advisors. James Henry brings experience from previous roles at Sloan Investment Management, Neuberger Berman and Hodges Capital. James Henry holds a 2008 - 2009 MBA in Finance, Investments @ SMU Cox School of Business. With a robust skill set that includes Management, Capital Markets, Project Management, Data Analysis, Investments and more. James Henry has 2 emails and 2 mobile phone numbers on RocketReach.
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