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Career history of Mathew Shane Emmert
Former positions of Mathew Shane Emmert
Companies | Position | Start | End |
---|---|---|---|
JBJ Investment Partners LLC
![]() JBJ Investment Partners LLC Investment ManagersFinance JBJ Investment Partners LLC (dba JBJ Invest) is a wealth management firm headquartered in Charleston, South Carolina. The firm was founded in 2012 and became a subsidiary of Creative Planning LLC in 2022. JBJ Invest provides portfolio management and comprehensive financial planning solutions to various clients from all walks of life, but they specialize in working with dentists, physicians and small to medium business owners who are often too busy running a business to grapple with the complexities of investing and retirement planning for both themselves and their employees. | Chief Investment Officer | 2017-06-30 | 2022-11-30 |
Gambit Securities, Inc.
![]() Gambit Securities, Inc. Investment ManagersFinance Gambit Securities, Inc. provides investment advisory services. The company is headquartered in Mount Pleasant, SC. | Chief Executive Officer | - | - |
Training of Mathew Shane Emmert
Auburn University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Gambit Securities, Inc.
![]() Gambit Securities, Inc. Investment ManagersFinance Gambit Securities, Inc. provides investment advisory services. The company is headquartered in Mount Pleasant, SC. | Finance |
JBJ Investment Partners LLC
![]() JBJ Investment Partners LLC Investment ManagersFinance JBJ Investment Partners LLC (dba JBJ Invest) is a wealth management firm headquartered in Charleston, South Carolina. The firm was founded in 2012 and became a subsidiary of Creative Planning LLC in 2022. JBJ Invest provides portfolio management and comprehensive financial planning solutions to various clients from all walks of life, but they specialize in working with dentists, physicians and small to medium business owners who are often too busy running a business to grapple with the complexities of investing and retirement planning for both themselves and their employees. | Finance |
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