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James Alan Pavlik
Directeur/Membre du Conseil chez
The Center Serving Persons With Mental Retardation
Profil
Mr. James A. Pavlik is a Managing Partner at Icon Wealth Advisors LLC.
He is on the Board of Directors at The Center Serving Persons With Mental Retardation.
He serves on the firm’s Investment Committee.
Mr. Pavlik was previously was a Managing Director and Client Advisor at Avalon Advisors for 14 years, where he provided investment advice to high-net-worth individuals and their families.
Prior to Avalon, he was a consultant with McKinsey & Company in Dallas where he advised corporations on a wide array of issues ranging from organizational redesign to prioritization of investment opportunities.
From 1995 through 2002, he was an advisor in finance and accounting, including positions of Vice President at Schnitzius & Vaughan, a boutique M&A investment bank, and Manager at PricewaterhouseCoopers.
He earned a Bachelor’s degree in Accounting from the University of Texas, completing the Plan II and Business Honors programs and graduating magna cum laude in 1994.
He earned his MBA, with honors, from the Wharton School of the University of Pennsylvania.
Postes actifs de James Alan Pavlik
| Sociétés | Poste | Début |
|---|---|---|
The Center Serving Persons With Mental Retardation
 The Center Serving Persons With Mental Retardation Personnel ServicesCommercial Services Provides vocational programs for persons with disabilities | Directeur/Membre du Conseil | - |
Icon Wealth Advisors LLC
 Icon Wealth Advisors LLC Investment ManagersFinance Icon aims to preserve and compound generational wealth through all of life’s complexities and ever-changing investment markets. | Membre du Comité d'Investissement | 01/08/2022 |
Anciens postes connus de James Alan Pavlik
| Sociétés | Poste | Fin |
|---|---|---|
Icon Wealth Partners LLC
 Icon Wealth Partners LLC Investment ManagersFinance Icon builds a comprehensive plan that reflects clients’ goals and addresses their precise needs. Their various model portfolios consist primarily of low-cost, exchange-traded funds (ETFs). Their investment strategies are primarily long-term focused, but may buy, sell or re-allocate positions that have been held less than one year to meet the objectives of the clients or due to market conditions. The firm primarily employs fundamental and technical analysis methods in developing investment strategies. | Membre du Comité d'Investissement | 05/10/2022 |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a management consulting firm | Corporate Officer/Principal | - |
Pricewaterhousecoopers LLC | Corporate Officer/Principal | - |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. | Corporate Officer/Principal | - |
Formation de James Alan Pavlik
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
20
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. | Finance |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a management consulting firm | Commercial Services |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Center Serving Persons With Mental Retardation
The Center Serving Persons With Mental Retardation Personnel ServicesCommercial Services Provides vocational programs for persons with disabilities | Commercial Services |
Pricewaterhousecoopers LLC | |
Icon Wealth Partners LLC
Icon Wealth Partners LLC Investment ManagersFinance Icon builds a comprehensive plan that reflects clients’ goals and addresses their precise needs. Their various model portfolios consist primarily of low-cost, exchange-traded funds (ETFs). Their investment strategies are primarily long-term focused, but may buy, sell or re-allocate positions that have been held less than one year to meet the objectives of the clients or due to market conditions. The firm primarily employs fundamental and technical analysis methods in developing investment strategies. | Finance |
Icon Wealth Advisors LLC
Icon Wealth Advisors LLC Investment ManagersFinance Icon aims to preserve and compound generational wealth through all of life’s complexities and ever-changing investment markets. | Finance |
