JC
James Cator
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Work Experience
Feb 2022 - Present · 2 years and 10 months
Chief Financial Officer
Dec 2022 - Present · 2 years
Director Of Finance And Operations
Feb 2022 - Dec 2022 · 10 months
Business Director
Apr 2019 - Feb 2022 · 2 years and 10 months
Company Details
Our mission is to give portfolio managers a boutique, expertise led institutional platform that provides them peace of mind and allows them to concentrate on their investment portfolio, while also providing them options for building out the inside of their business as it scales.
Year Founded
2010
Social Media
Linkedin
Industry
Financial Services
HQ Location
9595 Wilshire Blvd Suite 900 Beverly Hills, California 90212, US
Keywords
Chief Financial OfficerChief Operating OfficerChief Compliance Officer
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