Barry Philip Julien
Chief Investment Officer at Oakhurst Capital Management LLC
Barry Philip Julien active positions
Companies | Position | Start | End |
---|---|---|---|
Oakhurst Capital Management LLC
Oakhurst Capital Management LLC Investment ManagersFinance Oakhurst Capital Management LLC (OCA) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2019 and jointly owned by Lido Advisors LLC and Rowhouse Capital Partners LLC. OCA provides investment management services to mutual funds and through separately managed accounts. | Chief Investment Officer | 12/11/2020 | - |
Portfolio Manager-Fixed Income | 12/11/2020 | - |
Career history of Barry Philip Julien
Former positions of Barry Philip Julien
Companies | Position | Start | End |
---|---|---|---|
First Western Capital Management Co.
First Western Capital Management Co. Investment ManagersFinance First Western Capital Management Co. (FWCM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Warren Olsen in 2010 and is a subsidiary of Lido Advisors LLC, which is owned by Lido Advisors Holdings LLC. FWCM provides investment solutions to a variety of clients. | Chief Investment Officer | - | 12/11/2020 |
Portfolio Manager-Fixed Income | - | 12/11/2020 | |
President | - | 12/11/2020 | |
First Western Investment Management, Inc.
First Western Investment Management, Inc. Investment ManagersFinance Founded in 2002 by Warren Olsen and Scott Wylie, First Western Investment Management, Inc. is a registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of First Western Financial, Inc. Their clients include North American foundations, endowments and pension plans. First Western Investment Management also acts as sub-advisor to a number of institutional clients | Portfolio Manager-Fixed Income | 21/02/2010 | 30/03/2010 |
Stonebridge Capital Management, Inc.
Stonebridge Capital Management, Inc. Investment ManagersFinance Stonebridge Capital Management, Inc. (Stonebridge) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Julian Weiss in 1946. Stonebridge specializes in the management of growth equity portfolios for institutional investors and high net-worth individuals. | Head-Fixed Income Invts | - | 10/02/2009 |
McKee Investment Management Co., Inc.
McKee Investment Management Co., Inc. Investment ManagersFinance McKee Investment Management Co., Inc. (MIM) is a Los Angeles-based registered investment advisor that offers customized equity and fixed-income management for institutional and individual clients. | President | - | - |
Training of Barry Philip Julien
University of California San Diego | Undergraduate Degree |
Haas School of Business | Masters Business Admin |
Statistics
International
United States | 8 |
Operational
Portfolio Manager-Fixed Income | 3 |
President | 2 |
Chief Investment Officer | 2 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
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Stonebridge Capital Management, Inc.
Stonebridge Capital Management, Inc. Investment ManagersFinance Stonebridge Capital Management, Inc. (Stonebridge) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Julian Weiss in 1946. Stonebridge specializes in the management of growth equity portfolios for institutional investors and high net-worth individuals. | Finance |
McKee Investment Management Co., Inc.
McKee Investment Management Co., Inc. Investment ManagersFinance McKee Investment Management Co., Inc. (MIM) is a Los Angeles-based registered investment advisor that offers customized equity and fixed-income management for institutional and individual clients. | Finance |
First Western Investment Management, Inc.
First Western Investment Management, Inc. Investment ManagersFinance Founded in 2002 by Warren Olsen and Scott Wylie, First Western Investment Management, Inc. is a registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of First Western Financial, Inc. Their clients include North American foundations, endowments and pension plans. First Western Investment Management also acts as sub-advisor to a number of institutional clients | Finance |
First Western Capital Management Co.
First Western Capital Management Co. Investment ManagersFinance First Western Capital Management Co. (FWCM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Warren Olsen in 2010 and is a subsidiary of Lido Advisors LLC, which is owned by Lido Advisors Holdings LLC. FWCM provides investment solutions to a variety of clients. | Finance |
Oakhurst Capital Management LLC
Oakhurst Capital Management LLC Investment ManagersFinance Oakhurst Capital Management LLC (OCA) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2019 and jointly owned by Lido Advisors LLC and Rowhouse Capital Partners LLC. OCA provides investment management services to mutual funds and through separately managed accounts. | Finance |
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