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Michael Francis Bearer
Plus aucun poste en cours
Profil
Mr. Mikchael F.
Bearer, CPA, is Co-Founder & Managing Director at Aegis Wealth Management LLC.
Prior to forming Aegis in 2005, Mr. Bearer was a Partner and East Zone Director of Private Client Services (“PCS”) at Ernst & Young.
He has been a national lecturer in various education programs as well as a frequent speaker on topics involving financial planning, estate planning, charitable giving, investment planning, and asset allocation.
I
Mr. Bearer holds the PFS designation from the American Institute of CPAs.
Anciens postes connus de Michael Francis Bearer
| Sociétés | Poste | Fin |
|---|---|---|
Aegis Wealth Management LLC
 Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth builds a globally diversified portfolio to mitigate volatility and seeks to identify an appropriate ratio of securities, fixed-income and cash suitable to meet the client's investment goals and risk tolerance. | Fondateur | 01/02/2015 |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Provides accounting, audit, tax and business consulting services | Corporate Officer/Principal | 31/12/2004 |
Formation de Michael Francis Bearer
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
3
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Provides accounting, audit, tax and business consulting services | Commercial Services |
Oklahoma City University
 Oklahoma City University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aegis Wealth Management LLC
Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth builds a globally diversified portfolio to mitigate volatility and seeks to identify an appropriate ratio of securities, fixed-income and cash suitable to meet the client's investment goals and risk tolerance. | Finance |
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