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Joel G. Oldham
Senior Vice President @Jl Bainbridge & Company
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WORK HISTORY
Senior Vice President @Jl Bainbridge & Company
Sarasota, FL, US
Joel G. Oldham is a Senior Vice President at J.L. Bainbridge & Co, Inc. and has been with the firm since 2002. J.L. Bainbridge & Co, Inc. has been an SEC Registered Investment Adviser since 1981, managing $1.2 Billion for approximately 800 clients throughout Florida and the United States. In his current capacity, Joel is responsible for prospective client identification, as well as the management of client portfolios. As a member of the investment committee he participates in the identification and review of companies and instruments considered for investment. He is dedicated to a specific group of clients providing them with a wide range of services related to their investments and financial goals.
SKILLS
ABOUT JOEL G. OLDHAM
Senior Vice President at J.L. Bainbridge & Company, Inc. with more than two decades of…
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