Profil
Mr. Stephen E.
Mackall is a Director of Operations at Resource Consulting Group, Inc. He joined the firm in August 2001.
He is also a shareholder of the firm.
He is involved with the day-to-day management of clients’ accounts and portfolio rebalancing.
He also ensures quality control within the Client Services department.
Before joining the firm, Mr. Mackall was a licensed stockbroker with Charles Schwab & Co.
Mr. Mackall is a graduate of the University of Central Florida with a bachelor’s degree in business administration.
Postes actifs de Steve Mackall
| Sociétés | Poste | Début |
|---|---|---|
Resource Consulting Group, Inc.
Resource Consulting Group, Inc. Investment ManagersFinance RCG employs a wide range of methods to manage portfolios and evaluate investments. They utilize an investment approach based on Modern Portfolio Theory. In making investment decisions, the firm relies on academic-based research and historical data accessed through databases. RCG analyzes mutual funds recommended to clients based on a fund’s structure, relative performance among its peer group, total operating expense ratio, portfolio turnover, investment objective and investment restrictions and limitations. | Gestionnaire de Portefeuille-Actions | 01/08/2001 |
Anciens postes connus de Steve Mackall
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
Formation de Steve Mackall
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
University of Central Florida
University of Central Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Resource Consulting Group, Inc.
Resource Consulting Group, Inc. Investment ManagersFinance RCG employs a wide range of methods to manage portfolios and evaluate investments. They utilize an investment approach based on Modern Portfolio Theory. In making investment decisions, the firm relies on academic-based research and historical data accessed through databases. RCG analyzes mutual funds recommended to clients based on a fund’s structure, relative performance among its peer group, total operating expense ratio, portfolio turnover, investment objective and investment restrictions and limitations. | Finance |
















