Donald Eric McKenzie
Gestore di Portafoglio-Azioni presso SBAuer Funds LLC
Profilo
Mr. Eric McKenzie is Portfolio Manager & Operations Manager at SBAuer Funds LLC.
He joined SBAuer Funds, LLC in 2009.
Mr. McKenzie has nearly 20 years' experience in the financial services industry.
Prior to joining SBAuer Funds, LLC, Mr. McKenzie served as Vice President of Distribution and Client Services for Huntington Bank.
Mr. McKenzie began his career as an Investment Consultant with Charles Schwab and later with Bank One.
He received his BS degree in History from Ball State University.
Posizioni attive di Donald Eric McKenzie
| Società | Posizione | Inizio |
|---|---|---|
SBAuer Funds LLC
 SBAuer Funds LLC Investment ManagersFinance SBAuer Funds LLC (SBAuer) is an independent registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by Robert Auer and Bryan Auer in 2007. SBAuer serves as the investment manager to the Auer Growth Fund, a registered mutual fund. | Gestore di Portafoglio-Azioni | 01/11/2009 |
Precedenti posizioni note di Donald Eric McKenzie
| Società | Posizione | Fine |
|---|---|---|
| Bank One | 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 | - |
Formazione di Donald Eric McKenzie
| Ball State University (Indiana) | 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 | 3 |
|---|---|
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 |
| Bank One | Finance |
SBAuer Funds LLC
SBAuer Funds LLC Investment ManagersFinance SBAuer Funds LLC (SBAuer) is an independent registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by Robert Auer and Bryan Auer in 2007. SBAuer serves as the investment manager to the Auer Growth Fund, a registered mutual fund. | Finance |
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