James Schukal, CFA

Executive Director at Prime Group Holdings, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Saratoga Springs, US

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Experience

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Executive Director
      • Sep 2022 - Present

      Saratoga Springs, New York, United States Prime Group Holdings, LLC ("Prime Group") is a private equity company that is a proven and successful fund manager, real estate owner and property manager. Prime provides investors with self-sourced deal flow, proprietary technology, state-of-the-art revenue management, longstanding experience investing on behalf of institutions and most importantly, results. Prime’s superior performance in fragmented real estate asset classes is a testament to time-tested acquisition, fund management and asset… Show more Prime Group Holdings, LLC ("Prime Group") is a private equity company that is a proven and successful fund manager, real estate owner and property manager. Prime provides investors with self-sourced deal flow, proprietary technology, state-of-the-art revenue management, longstanding experience investing on behalf of institutions and most importantly, results. Prime’s superior performance in fragmented real estate asset classes is a testament to time-tested acquisition, fund management and asset management methods. “We are entrepreneurs who apply our competitive advantages to sectors that are lucrative and recession resilient.” Headquartered in Saratoga Springs, New York, Prime Group has acquired over $10B in assets and currently manages 200+ self storage facilities in over 25 states and one U.S. territory. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Vice President
      • Jan 2007 - Sep 2022

      Greater New York City Area Senior Wealth Adviser - Relationship Manager focused on Investment Management, Estate, Tax and Financial Planning for Ultra High Net Worth Families

    • United States
    • Investment Management
    • 700 & Above Employee
    • Global Portfolio Management Group
      • Jan 2004 - Aug 2006

      Greater New York City Area Managed approximately $7 Billion of account assets across AllianceBernstein International Value and Global Value Equity Strategies. Clients included Fortune 500 Pension Funds, Endowments and Mutual Fund Companies. Managed equity, currency and futures exposures across multiple portfolio strategies.

    • Investment Management
    • 500 - 600 Employee
    • Senior Associate, Private Client Group
      • Feb 2001 - Dec 2003

      Greater New York City Area Associate on high profile Private Client Team. Supported two advisers with large client base.

    • Retail Office Equipment
    • 700 & Above Employee
    • Account Manager
      • Oct 1996 - Mar 2000

      Sales to top tier NYC Law Firms and Investment Banks.

Education

  • University at Albany, SUNY
    BA, English, Business Minor
    1992 - 1996
  • Pace University - Lubin School of Business
    MBA, Financial Management
    2000 - 2004

Community

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