![Chad A. McDonnell](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Chad A. McDonnell
Nessuna posizione attualmente
Profilo
Mr. Chad A.
McDonnell is Vice President at Denver Investment Advisors LLC.
He is a member of the Financial Planning Association of Colorado.
Prior to joining Denver Investment Advisors in March 2010, Mr. McDonnell was employed as a Portfolio Manager by Janiczek & Co., Ltd.
from 2008 to 2010.
Prior to Janiczek & Co., he was the Vice President and a Financial Consultant at Charles Schwab & Co., Inc. from 1997 to 2008.
Mr. McDonnell received his Bachelor of Arts degree from the University of Colorado.
Precedenti posizioni note di Chad A. McDonnell
Società | Posizione | Fine |
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JJJ Advisors, Inc. (Old)
![]() JJJ Advisors, Inc. (Old) Investment ManagersFinance JJJ Advisors, Inc. is an independent wealth management firm and SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Joseph J. Janiczek in 1990. It offers investment advisory, financial advisory/planning, retirement advisory/planning, business advisory/planning and wealth management related services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Denver Investment Advisors LLC
![]() Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Gestore di Portafoglio-Azioni | - |
Formazione di Chad A. McDonnell
The University of Colorado | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Denver Investment Advisors LLC
![]() Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Finance |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
JJJ Advisors, Inc. (Old)
![]() JJJ Advisors, Inc. (Old) Investment ManagersFinance JJJ Advisors, Inc. is an independent wealth management firm and SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Joseph J. Janiczek in 1990. It offers investment advisory, financial advisory/planning, retirement advisory/planning, business advisory/planning and wealth management related services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
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