James Argalas
Director/Board Member at AXOS FINANCIAL, INC.
Net worth: 4 M $ as of 2024-03-30
Profile
James Stephen Argalas is the founder of Presidio Union Management LLC, which was founded in 2006.
He is currently a Non-Executive Director at W Resources Plc since 2018, an Independent Director at Axos Financial, Inc. since 2011, and a Director at Axos Bank.
His former positions include being an Associate Principal at McKinsey & Co., Inc., an Associate at Goldman Sachs & Co. LLC, a Principal at Watershed Asset Management LLC, and a Principal at Nm Rothschild & Sons Denver, Inc. Mr. Argalas has an undergraduate degree from the University of Michigan, an undergraduate degree from Georgetown University, and an MBA from Kellogg School of Management.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
AXOS FINANCIAL, INC.
0.12% | 2024-03-11 | 69,805 ( 0.12% ) | 4 M $ | 2024-03-30 |
James Argalas active positions
| Companies | Position | Start |
|---|---|---|
| AXOS FINANCIAL, INC. | Director/Board Member | 2011-08-18 |
| W RESOURCES PLC | Director/Board Member | 2018-09-16 |
Axos Bank
 Axos Bank Regional BanksFinance Axos Bank provides consumer and wholesale banking services through online. Its brands include Bank of Internet USA, UFB direct, bank X, netbank and apartment bank. It offers premier online banking and financial services including business banking, home loans, commercial and industrial lending. The company was founded by Jerry L. Englert and Gary Lewis Evans in 1999 and is headquartered in San Diego, CA. | Director/Board Member | - |
Former positions of James Argalas
| Companies | Position | End |
|---|---|---|
Nm Rothschild & Sons Denver, Inc.
 Nm Rothschild & Sons Denver, Inc. Financial ConglomeratesFinance NM Rothschild & Sons Denver, Inc. provides financial services. The private company is based in Denver. | Corporate Officer/Principal | - |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - |
Watershed Asset Management LLC
 Watershed Asset Management LLC Investment ManagersFinance Founded in 2002 by Meridee Moore, Watershed Asset Management LLC is a registered investment and hedge fund manager located in San Francisco, California. The firm manages capital for a variety of institutional and private investors. The firm offers investment advisory services to a limited number of private fund clients. | Corporate Officer/Principal | - |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
| Presidio Union Management LLC | Founder | - |
Training of James Argalas
| University of Michigan | Undergraduate Degree |
| Georgetown University | Undergraduate Degree |
| Kellogg School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| AXOS FINANCIAL, INC. | Finance |
| Private companies | 7 |
|---|---|
W Resources Plc
 W Resources Plc Other Metals/MineralsNon-Energy Minerals W Resources Plc engages in the exploration and development of tungsten, tin, copper, and gold. Its projects include La Parrilla, Régua, Portalegre, Tarouca, and Monforte-Tinoca. It operates through the Corporate and Mineral Exploration segments. The company was founded by Dietmar Greil and Michael George Masterman on May 30, 2003 and is headquartered in London, the United Kingdom. | Non-Energy Minerals |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Commercial Services |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Financial ConglomeratesFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Watershed Asset Management LLC
Watershed Asset Management LLC Investment ManagersFinance Founded in 2002 by Meridee Moore, Watershed Asset Management LLC is a registered investment and hedge fund manager located in San Francisco, California. The firm manages capital for a variety of institutional and private investors. The firm offers investment advisory services to a limited number of private fund clients. | Finance |
Axos Bank
Axos Bank Regional BanksFinance Axos Bank provides consumer and wholesale banking services through online. Its brands include Bank of Internet USA, UFB direct, bank X, netbank and apartment bank. It offers premier online banking and financial services including business banking, home loans, commercial and industrial lending. The company was founded by Jerry L. Englert and Gary Lewis Evans in 1999 and is headquartered in San Diego, CA. | Finance |
| Presidio Union Management LLC | |
Nm Rothschild & Sons Denver, Inc.
Nm Rothschild & Sons Denver, Inc. Financial ConglomeratesFinance NM Rothschild & Sons Denver, Inc. provides financial services. The private company is based in Denver. | Finance |
- Stock Market
- Insiders
- James Argalas
