James Richard Neel
Founder at Aviance Capital Partners LLC
Profile
Mr. James R.
Neel, CFA MBA, is a Founding Member & Senior Portfolio Manager at Aviance Capital Partners LLC.
Mr. Neel was most recently with YHB Investment Advisors as a Senior Portfolio Manager.
Prior to YHB Investment Advisors, Mr. Neel was the Senior Resident Officer at Bessemer Trust, Resident Manager at Brown Brothers Harriman, Chief Executive Officer and President at Dreman Value Advisors, and Portfolio Strategist and Equity Mutual Fund Manager at Kemper Financial Services.
He received both his Bachelor of Arts degree in Economics and Political Science and MBA from Michigan State University.
James Richard Neel active positions
| Companies | Position | Start |
|---|---|---|
Aviance Capital Partners LLC
 Aviance Capital Partners LLC Investment ManagersFinance Aviance Capital Partners LLC (Aviance) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded by Orville D. Ward and James R. Neel in 2008. Aviance serves clients with a variety of financial planning and investment management needs, such as high-net-worth individuals, small business owners, c-level executives, special needs families, veterans, and members of the Armed Forces. | Founder | 07/03/2008 |
Former positions of James Richard Neel
| Companies | Position | End |
|---|---|---|
| US Department of the Navy (District of Columbia) | Corporate Officer/Principal | - |
Kemper Financial Services, Inc.
 Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Corporate Officer/Principal | - |
YHB Investment Advisors, Inc.
 YHB Investment Advisors, Inc. Investment ManagersFinance YHB Investment Advisors, Inc. (YHB) is a SEC-registered investment advisor headquartered in West Hartford, Connecticut. The firm was founded by Paul Martel in 1989. YHB offers client-centric investment management services for individuals, families, institutions, and nonprofit organizations. | Corporate Officer/Principal | - |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Corporate Officer/Principal | - |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Corporate Officer/Principal | - |
Training of James Richard Neel
| Michigan State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Finance |
Aviance Capital Partners LLC
Aviance Capital Partners LLC Investment ManagersFinance Aviance Capital Partners LLC (Aviance) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded by Orville D. Ward and James R. Neel in 2008. Aviance serves clients with a variety of financial planning and investment management needs, such as high-net-worth individuals, small business owners, c-level executives, special needs families, veterans, and members of the Armed Forces. | Finance |
YHB Investment Advisors, Inc.
YHB Investment Advisors, Inc. Investment ManagersFinance YHB Investment Advisors, Inc. (YHB) is a SEC-registered investment advisor headquartered in West Hartford, Connecticut. The firm was founded by Paul Martel in 1989. YHB offers client-centric investment management services for individuals, families, institutions, and nonprofit organizations. | Finance |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Finance |
Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Finance |
| US Department of the Navy (District of Columbia) | Government |
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