Profil
Mr. Travis McShane is a Principal at Eclectic Associates, Inc. He joined the firm in September 2011.
Prior to joining Eclectic, he held positions coaching basketball at La Habra High School as well as working for JPMorgan Chase.
Mr. McShane received his undergraduate degree from California State University-Fullerton.
He is currently working toward earning his CFP designation and will be continuing his classes at University of California, Irvine.
Anciens postes connus de Travis McShane
Sociétés | Poste | Fin |
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JPMORGAN CHASE & CO. | Corporate Officer/Principal | - |
Eclectic Associates, Inc.
Eclectic Associates, Inc. Investment ManagersFinance Eclectic Associates, Inc. (Eclectic) is an independent, SEC-registered investment advisor headquartered in Fullerton, California. The firm was founded by Bill Camp in 1984. Eclectic provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high net-worth individuals, trusts and estates, and individual participants of retirement plans. In addition, the firm provides services to pension and profit-sharing plans, charitable organizations, and businesses. | Corporate Officer/Principal | - |
Formation de Travis McShane
California State University-Fullerton | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 1 |
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JPMORGAN CHASE & CO. | Finance |
Entreprise privées | 1 |
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Eclectic Associates, Inc.
Eclectic Associates, Inc. Investment ManagersFinance Eclectic Associates, Inc. (Eclectic) is an independent, SEC-registered investment advisor headquartered in Fullerton, California. The firm was founded by Bill Camp in 1984. Eclectic provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high net-worth individuals, trusts and estates, and individual participants of retirement plans. In addition, the firm provides services to pension and profit-sharing plans, charitable organizations, and businesses. | Finance |