Bill McCollum
Responsabile della Conformità presso Eagle Financial Management Services LLC
Profilo
Mr. William L.
McCollum is a Portfolio Manager at Eagle Financial Management Services LLC.
He has 28 years of financial services experience, including over 22 years in the investment industry.
He joined Eagle Financial in 2007 after five years with Morgan Stanley.
Mr. McCollum has an MS-Finance degree from the University of Houston-Clear Lake and a BBA-Finance degree from Baylor University.
Posizioni attive di Bill McCollum
Società | Posizione | Inizio |
---|---|---|
Eagle Financial Management Services LLC
Eagle Financial Management Services LLC Investment ManagersFinance Eagle Financial Management Services LLC (Eagle Financial) is a registered investment advisor headquartered in Shreveport, Louisiana. The firm was founded by Jack Ditt, Jr. in 2006 and is a subsidiary of Wealthcare Capital Management LLC. Eagle Financial provides continuous, fee-only investment advisory services to individuals, businesses, pension and profit-sharing plans, trusts, estates and charitable organizations. | Responsabile della Conformità | 01/01/2007 |
Precedenti posizioni note di Bill McCollum
Società | Posizione | Fine |
---|---|---|
MORGAN STANLEY | Corporate Officer/Principal | 31/12/2006 |
Formazione di Bill McCollum
University of Houston-Clear Lake | Graduate Degree |
Baylor University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 1 |
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MORGAN STANLEY | Finance |
Aziende private | 1 |
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Eagle Financial Management Services LLC
Eagle Financial Management Services LLC Investment ManagersFinance Eagle Financial Management Services LLC (Eagle Financial) is a registered investment advisor headquartered in Shreveport, Louisiana. The firm was founded by Jack Ditt, Jr. in 2006 and is a subsidiary of Wealthcare Capital Management LLC. Eagle Financial provides continuous, fee-only investment advisory services to individuals, businesses, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |
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