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Profilo
Mr. Brian J.
Henderson is Senior Vice President at Whitnell & Co. Before joining Whitnell, he was a Private Client Manager with Bank of America Private Bank, Assistant Financial Planner at JMG Financial Group, Ltd. From 1994 to 1997, he built and customized stock and bond portfolios for clients at PaineWebber Incorporated.
He is a current member of the Financial Planning Association.
He has worked with high net worth individuals and families to deliver sophisticated wealth management advice for more than 20 years.
Mr. Henderson received his Bachelor's Degree from Indiana University in Bloomington, Indiana.
He is a Certified Financial Planner professional.
Precedenti posizioni note di Brian J. Henderson
| Società | Posizione | Fine |
|---|---|---|
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | 31/12/1997 |
JMG Financial Group Ltd.
 JMG Financial Group Ltd. Investment ManagersFinance JMG develops and implements holistic wealth management strategies that reflect clients’ current finances, as well as their long-term lifestyle, legacy and philanthropic goals. The firm’s approach – personal and prudent – is designed to achieve competitive risk-adjusted returns that match each client’s financial goals, values and risk tolerance. | Corporate Officer/Principal | - |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Corporate Officer/Principal | - |
Formazione di Brian J. Henderson
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
98
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
JMG Financial Group Ltd.
JMG Financial Group Ltd. Investment ManagersFinance JMG develops and implements holistic wealth management strategies that reflect clients’ current finances, as well as their long-term lifestyle, legacy and philanthropic goals. The firm’s approach – personal and prudent – is designed to achieve competitive risk-adjusted returns that match each client’s financial goals, values and risk tolerance. | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Finance |
