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Postes actifs de Matthew David Wilson
Sociétés | Poste | Début | Fin |
---|---|---|---|
KWMG LLC
![]() KWMG LLC Investment ManagersFinance KWMG LLC, dba Keen Wealth Advisors (KWA), is a registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by William “Bill’ Keen in 2014 and is owned by William T. Keen Trust (95%) through a subsidiary, KWA Holdings LLC and Matthew Wilson (5%) through a subsidiary, MDW Holdings LLC. KWA provides their individual and institutional clients with comprehensive portfolio management services as well as financial planning and consulting. | Directeur en chef des Investissements | 01/01/2002 | - |
President | 01/01/2022 | - |
Historique de carrière de Matthew David Wilson
Formation de Matthew David Wilson
Rockhurst University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Chief Investment Officer | 1 |
President | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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KWMG LLC
![]() KWMG LLC Investment ManagersFinance KWMG LLC, dba Keen Wealth Advisors (KWA), is a registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by William “Bill’ Keen in 2014 and is owned by William T. Keen Trust (95%) through a subsidiary, KWA Holdings LLC and Matthew Wilson (5%) through a subsidiary, MDW Holdings LLC. KWA provides their individual and institutional clients with comprehensive portfolio management services as well as financial planning and consulting. | Finance |
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