Profile
James Glen Herrell worked as a Partner at Strome Investment Management LP, a Trader at Kayne Anderson Capital Advisors LP, a Vice President at Pacific Capital Bancorp, an Investments Director at Partnervest Financial Group LLC, and a Director of Investments at Partnervest Advisory Services LLC from 2008 to 2016.
He received his undergraduate degree from the University of California, Santa Barbara in 1988.
Former positions of Jim Herrell
Companies | Position | End |
---|---|---|
Partnervest Advisory Services LLC
Partnervest Advisory Services LLC Investment ManagersFinance Founded in 2001, Partnervest Advisory Services LLC is a registered investment advisor located in Santa Barbara, California. The firm provides financial services to individuals, pension and profit sharing plans, trusts, estates, charities, corporations and other business entities. | Director of Investments | 2016-04-30 |
Pacific Capital Bancorp (Santa Barbara, California)
Pacific Capital Bancorp (Santa Barbara, California) Major BanksFinance Pacific Capital Bancorp operates as a bank holding company. It provides commercial and consumer banking services which includes depository, lending and wealth management services to households, professionals, and businesses. The company was founded in 1960 and is headquartered in Santa Barbara, CA. | Corporate Officer/Principal | - |
Kayne Anderson Capital Advisors LP
Kayne Anderson Capital Advisors LP Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson) is a SEC-registered investment advisor and alternative investment management firm headquartered in Los Angeles, California. Formerly known as Kaim Non Traditional LP, the firm was founded in 1984 by Richard Kayne and John Anderson. They are owned by Richard Kayne through his majority ownership of Kayne Anderson Investment Management, Inc. Kayne Anderson provides investment supervisory services through privately offered pooled investment vehicles, and to a lesser extent, through separate accounts and mutual funds. | Corporate Officer/Principal | - |
Partnervest Financial Group LLC
Partnervest Financial Group LLC Financial ConglomeratesFinance Partnervest Financial Group LLC provides financial services platform including wealth management, traditional investment management and true alternative investments services. Its services include advisor services, practice management, and investor services. The company was founded by Kenneth R. Hyman in 2001 and is headquartered in Santa Barbara, CA. | Chief Investment Officer | - |
Training of Jim Herrell
University of California, Santa Barbara | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Partnervest Financial Group LLC
Partnervest Financial Group LLC Financial ConglomeratesFinance Partnervest Financial Group LLC provides financial services platform including wealth management, traditional investment management and true alternative investments services. Its services include advisor services, practice management, and investor services. The company was founded by Kenneth R. Hyman in 2001 and is headquartered in Santa Barbara, CA. | Finance |
Partnervest Advisory Services LLC
Partnervest Advisory Services LLC Investment ManagersFinance Founded in 2001, Partnervest Advisory Services LLC is a registered investment advisor located in Santa Barbara, California. The firm provides financial services to individuals, pension and profit sharing plans, trusts, estates, charities, corporations and other business entities. | Finance |
Kayne Anderson Capital Advisors LP
Kayne Anderson Capital Advisors LP Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson) is a SEC-registered investment advisor and alternative investment management firm headquartered in Los Angeles, California. Formerly known as Kaim Non Traditional LP, the firm was founded in 1984 by Richard Kayne and John Anderson. They are owned by Richard Kayne through his majority ownership of Kayne Anderson Investment Management, Inc. Kayne Anderson provides investment supervisory services through privately offered pooled investment vehicles, and to a lesser extent, through separate accounts and mutual funds. | Finance |
Pacific Capital Bancorp (Santa Barbara, California)
Pacific Capital Bancorp (Santa Barbara, California) Major BanksFinance Pacific Capital Bancorp operates as a bank holding company. It provides commercial and consumer banking services which includes depository, lending and wealth management services to households, professionals, and businesses. The company was founded in 1960 and is headquartered in Santa Barbara, CA. | Finance |
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