Con McDonald
Amministratore Delegato presso Physicians Financial Services, Inc.
Profilo
Cornelius Trawick McDonald is the founder of Physicians Financial Services, Inc. (founded in 1986) where he holds the title of President & Chief Compliance Officer.
He is also the founder of The Wealth Group Ltd.
(founded in 2010) where he holds the title of President & Chief Compliance Officer.
In addition to his founding positions, Mr. McDonald has held former job positions at Capital Investment Counsel, Inc. as Vice President & Portfolio Manager in 2010, and at CIC Advisers LLC as Vice President.
Mr. McDonald's education history includes an undergraduate degree from The University of North Carolina at Chapel Hill, which was conferred in 1978.
Posizioni attive di Con McDonald
| Società | Posizione | Inizio |
|---|---|---|
Physicians Financial Services, Inc.
 Physicians Financial Services, Inc. Investment ManagersFinance Physicians Financial Services, Inc. (PFS) is an independent SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 1986 by Con T. McDonald to address the unique needs of the busy physician. PFS serves as a wealth manager and an investment adviser that specializes in money management for physicians as well as other individuals, high net worth individuals, pension and profit-sharing plans and trusts. | Amministratore Delegato | 01/01/1986 |
The Wealth Group Ltd.
 The Wealth Group Ltd. Investment ManagersFinance The Wealth Group Ltd. provides investment advice. The private company is based in Raleigh, NC. | Amministratore Delegato | 01/06/2010 |
Precedenti posizioni note di Con McDonald
| Società | Posizione | Fine |
|---|---|---|
CIC Advisers LLC
 CIC Advisers LLC Investment ManagersFinance CIC Advisers LLC provided financial services. It offered a variety of financial services including: traditional investment brokerage, money management, investment banking, trust services, no-load mutual fund management, mortgage services, estate planning, insurance services, retirement plans and a community foundation. The company was founded in 1984 and headquartered in Raleigh, NC. | Corporate Officer/Principal | - |
Capital Investment Counsel, Inc.
 Capital Investment Counsel, Inc. Investment ManagersFinance Capital Investment Counsel, Inc. (Counsel) is a SEC-registered investment advisor and mutual fund manager headquartered in Raleigh, North Carolina. The firm was founded in 1984 by Richard Bryant and E.O. “Bobby” Edgerton, Jr. They are a subsidiary of R. Bryant Family Partners, Ltd. Counsel provides portfolio management services on a discretionary basis to individuals, high net-worth individuals, pension and profit-sharing plans, corporations, trusts, and estates. | Gestore di Portafoglio-Azioni | - |
Formazione di Con McDonald
| The University of North Carolina at Chapel Hill | 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
| Aziende private | 4 |
|---|---|
Capital Investment Counsel, Inc.
Capital Investment Counsel, Inc. Investment ManagersFinance Capital Investment Counsel, Inc. (Counsel) is a SEC-registered investment advisor and mutual fund manager headquartered in Raleigh, North Carolina. The firm was founded in 1984 by Richard Bryant and E.O. “Bobby” Edgerton, Jr. They are a subsidiary of R. Bryant Family Partners, Ltd. Counsel provides portfolio management services on a discretionary basis to individuals, high net-worth individuals, pension and profit-sharing plans, corporations, trusts, and estates. | Finance |
CIC Advisers LLC
CIC Advisers LLC Investment ManagersFinance CIC Advisers LLC provided financial services. It offered a variety of financial services including: traditional investment brokerage, money management, investment banking, trust services, no-load mutual fund management, mortgage services, estate planning, insurance services, retirement plans and a community foundation. The company was founded in 1984 and headquartered in Raleigh, NC. | Finance |
Physicians Financial Services, Inc.
Physicians Financial Services, Inc. Investment ManagersFinance Physicians Financial Services, Inc. (PFS) is an independent SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 1986 by Con T. McDonald to address the unique needs of the busy physician. PFS serves as a wealth manager and an investment adviser that specializes in money management for physicians as well as other individuals, high net worth individuals, pension and profit-sharing plans and trusts. | Finance |
The Wealth Group Ltd.
The Wealth Group Ltd. Investment ManagersFinance The Wealth Group Ltd. provides investment advice. The private company is based in Raleigh, NC. | Finance |
- Borsa valori
- Insiders
- Con McDonald
