Profil
Mr. James J.
McGinty is a Senior Wealth Manager at Doyle Wealth Management, Inc. He has over 25 years of experience in the financial services industry.
He practiced as a C.P.A.
in the Tampa market with Arthur Andersen & Co. Prior to joining Doyle Wealth management, he served clients with the Private Bank of Wells Fargo as well as PNC Bank’s Wealth Management Division.
He earned a B.A.
in Accounting from the University of South Florida.
Postes actifs de Jim McGinty
| Sociétés | Poste | Début |
|---|---|---|
Doyle Wealth Management LLC
 Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Analyst-Equity | 01/12/2016 |
Formation de Jim McGinty
| University of South Florida | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Doyle Wealth Management LLC
Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Finance |
