Jim Awad is a qualified expert, working in Senior Managing Director Clearstead Advisors as a Senior Managing Director since 2018. This person has earned professional experience in more than six positions at various companies. Jim Awad went to the Harvard Business School and was studying from 1967 to 1969. New York, New York is the city, where this professional was known to settle. Their phone and email are accessed through this website on demand.
Name variants:
James Awad
Last updated May 24, 2024
Contact Information
Last Update
Jun 30, 2022
Location
New York, NY
Company
Senior Managing Director Clearstead Advisors
Workplace
Senior Managing Director
Work History
Senior Managing Director
Wealth management for individuals and institutions.
from Dec 2012
Managing Director
320 Park Ave, New York, NY 10010
Emerging market private equity and marketable securities; Wealth management through Plimsoll Mark subsidiary
Raised $100M from investors to invest in Zephyr products.
Managed $1B in Assets.
Sep 2007 — 2014
Chairman
Raised and Managed 1.6 billion in Assets. - Sold to Raymond James in 2007.
Mar 1992 — Sep 2007
Education
1967 — 1969
1963 — 1967
1959 — 1963
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Private Equity
Asset Management
Emerging Markets
Wealth Management
Securities
Television Appearances
Public Speaking
Asset Managment
Asset Allocation
Financial Markets
Alternative Investments
Portfolio Management
Equity Research
Finance
Investment Management
Equities
Investments
Valuation
Market Analysis
Investment Banking
Venture Capital
Capital Markets
Hedge Funds
FAQs about Jim Awad
What is the profession of Jim Awad?
This professional's job is Senior Managing Director
What jobs is Jim Awad a professional at?
Jim Awad is a professional such jobs as Executive and Chief Executive Officer.
Where is Jim Awad currently located?
Jim is currently located in New York, New York.
How many companies did Jim Awad work at?
The professional worked at six jobs.
Where has Jim Awad studied?
Jim studied at the Harvard Business School from 1967 to 1969.
Are there any special industries Jim Awad is connected to?
Jim Awad works in Financial Services industry.
Are there any professional skills Jim Awad has?
Jim Awad has such skills as Private Equity, Asset Management, Emerging Markets, Wealth Management, Securities, Television Appearances, Public Speaking, and Asset Managment.