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McCauley Pendergrast
Gestionnaire de Portefeuille-Actions chez Keel Point LLC
Postes actifs de McCauley Pendergrast
Sociétés | Poste | Début | Fin |
---|---|---|---|
Keel Point LLC
![]() Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Gestionnaire de Portefeuille-Actions | 01/01/2015 | - |
Historique de carrière de McCauley Pendergrast
Anciens postes connus de McCauley Pendergrast
Sociétés | Poste | Début | Fin |
---|---|---|---|
Mastrapasqua Asset Management, Inc.
![]() Mastrapasqua Asset Management, Inc. Investment ManagersFinance Mastrapasqua Asset Management, Inc. (dba M Capital Advisors) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded in 1993 by Frank Mastrapasqua. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. M Capital Advisors provides investment advisory services to individual and institutional clients. | Analyst-Equity | 01/07/2006 | 31/01/2010 |
Formation de McCauley Pendergrast
Vanderbilt University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Analyst-Equity | 1 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
---|---|
Mastrapasqua Asset Management, Inc.
![]() Mastrapasqua Asset Management, Inc. Investment ManagersFinance Mastrapasqua Asset Management, Inc. (dba M Capital Advisors) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded in 1993 by Frank Mastrapasqua. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. M Capital Advisors provides investment advisory services to individual and institutional clients. | Finance |
Keel Point LLC
![]() Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Finance |
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