Brian Kirkpatrick
Chief Executive Officer at CG Funds Trust
Brian Kirkpatrick active positions
Companies | Position | Start | End |
---|---|---|---|
CG Funds Trust
CG Funds Trust Investment Trusts/Mutual FundsMiscellaneous CG Funds Trust engages in operation and carry on the business of an open-end management investment company. The primary investment objective is to produce growth of capital, with a secondary objective of realization of current income through the receipt of interest or dividends. The company was founded in 2013 and is headquartered in Charlotte, NC. | Chief Executive Officer | - | - |
President | - | - |
Career history of Brian Kirkpatrick
Former positions of Brian Kirkpatrick
Companies | Position | Start | End |
---|---|---|---|
Sabadell Bank & Trust
Sabadell Bank & Trust Investment ManagersFinance Sabadell Bank & Trust was operates as trusted financial advisor firm. The company was headquartered in Sea Isle City, NJ. | Corporate Officer/Principal | 30/08/2012 | 30/08/2012 |
Cypress Capital Group, Inc.
Cypress Capital Group, Inc. Investment ManagersFinance Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US. | Corporate Officer/Principal | 29/04/2009 | 29/04/2009 |
Palm Beach Capital Services Group, Inc. | Corporate Officer/Principal | 30/12/2004 | 30/12/2004 |
Universal Engineering Sciences LLC
Universal Engineering Sciences LLC Engineering & ConstructionIndustrial Services Universal Engineering Sciences, Inc. operates as an consulting engineering firm. Its services include geotechnical engineering, environmental sciences, construction materials testing, and threshold inspection. The company was founded by Seymour D. Israel in 1964 and is headquartered in Orlando, FL. | President | 31/08/2021 | - |
Neptune Research LLC
Neptune Research LLC Engineering & ConstructionIndustrial Services Neptune Research LLC provides infrastructure engineering and repair services. Its products include streel wrap, thermos wrap tm 500, acid shield, syntho glass, viper skin, scar guard, allmet safety tool, syntho support, trans wrap and trident seal. The company was founded in 1982 and is headquartered in Riviera Beach, FL. | Director/Board Member | 30/04/2015 | - |
Director of Finance/CFO | 30/04/2015 | - | |
CG Asset Management LLC
CG Asset Management LLC Investment ManagersFinance CG Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Capital Guardian Holding LLC. They were formerly known as Capital Guardian Asset Management LLC. CG Asset Management LLC provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit sharing plans, trusts, estates and high net-worth individuals. CGAM also has a management services agreement with an affiliate, Wall Street Management Corp. (WSMC), the advisor to the CG Core Balanced Fund under which they provide certain administrative services.^ | Chief Investment Officer | 31/08/2012 | - |
Portfolio Manager-Equities | 31/08/2012 | - | |
President | 31/08/2012 | - | |
Head of Private Banking | 06/03/2014 | - |
Training of Brian Kirkpatrick
University of Miami | Masters Business Admin |
University of Florida | Undergraduate Degree |
Statistics
International
United States | 10 |
Operational
President | 3 |
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Industrial Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
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CG Funds Trust
CG Funds Trust Investment Trusts/Mutual FundsMiscellaneous CG Funds Trust engages in operation and carry on the business of an open-end management investment company. The primary investment objective is to produce growth of capital, with a secondary objective of realization of current income through the receipt of interest or dividends. The company was founded in 2013 and is headquartered in Charlotte, NC. | Miscellaneous |
CG Asset Management LLC
CG Asset Management LLC Investment ManagersFinance CG Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Capital Guardian Holding LLC. They were formerly known as Capital Guardian Asset Management LLC. CG Asset Management LLC provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit sharing plans, trusts, estates and high net-worth individuals. CGAM also has a management services agreement with an affiliate, Wall Street Management Corp. (WSMC), the advisor to the CG Core Balanced Fund under which they provide certain administrative services.^ | Finance |
Sabadell Bank & Trust
Sabadell Bank & Trust Investment ManagersFinance Sabadell Bank & Trust was operates as trusted financial advisor firm. The company was headquartered in Sea Isle City, NJ. | Finance |
Cypress Capital Group, Inc.
Cypress Capital Group, Inc. Investment ManagersFinance Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US. | Finance |
Palm Beach Capital Services Group, Inc. | |
Neptune Research LLC
Neptune Research LLC Engineering & ConstructionIndustrial Services Neptune Research LLC provides infrastructure engineering and repair services. Its products include streel wrap, thermos wrap tm 500, acid shield, syntho glass, viper skin, scar guard, allmet safety tool, syntho support, trans wrap and trident seal. The company was founded in 1982 and is headquartered in Riviera Beach, FL. | Industrial Services |
Universal Engineering Sciences LLC
Universal Engineering Sciences LLC Engineering & ConstructionIndustrial Services Universal Engineering Sciences, Inc. operates as an consulting engineering firm. Its services include geotechnical engineering, environmental sciences, construction materials testing, and threshold inspection. The company was founded by Seymour D. Israel in 1964 and is headquartered in Orlando, FL. | Industrial Services |
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