Doug McLeod
Fondatore presso Mitchell, McLeod, Pugh & Williams, Inc.
Profilo
Mr. Douglas R.
McLeod is a Managing Director at Mitchell, McLeod, Pugh & Williams, Inc. He is also the Founding Member of the firm and a member of the firm’s Investment Policy Committee.
He has been continuously engaged in the investment management business since 1992.
His clients include high-net-worth individuals, profit-sharing and 401(k) plans, trusts and estates.
Mr. McLeod was previously employed as Senior Vice President by Leavell Investment Management, Inc.
Mr. McLeod graduated from Auburn University in 1987 with a Bachelor of Science degree in Finance and earned a Master of Business Administration from Manderson Graduate School of Business at The University of Alabama in 1992.
In 2008, he received the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies in association with the University of Pittsburgh’s Joseph M.
Katz Graduate School of Business.
Posizioni attive di Doug McLeod
| Società | Posizione | Inizio |
|---|---|---|
Mitchell, McLeod, Pugh & Williams, Inc.
 Mitchell, McLeod, Pugh & Williams, Inc. Investment ManagersFinance Mitchell, McLeod, Pugh & Williams, Inc. (MMPW) is an independent, employee-owned SEC-registered investment advisor and wealth management firm headquartered in Mobile, Alabama. The firm was founded in 2006 by Richard Mitchell, Douglas R. McLeod, Kyle C. Pugh and M. Carmen Williams. MMPW provides investment advisory services to individuals, high net-worth individuals, corporate pension, profit-sharing and 401-(k) plans, IRA rollovers, charitable institutions, foundations, endowments, trusts and estates. | Fondatore | 20/01/2006 |
Precedenti posizioni note di Doug McLeod
| Società | Posizione | Fine |
|---|---|---|
Leavell Investment Management, Inc.
 Leavell Investment Management, Inc. Investment ManagersFinance Leavell Investment Management, Inc. (Leavell) is an independent registered investment adviser headquartered in Mobile, Alabama. The firm was founded by Thomas Leavell in 1979 as T. Leavell & Associates, Inc. Leavell provides customized investment management services to individuals, families, and businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments and foundations, and two registered no-load mutual funds. | Gestore di Portafoglio-Azioni | 31/12/2006 |
Formazione di Doug McLeod
| Auburn University | Undergraduate Degree |
| Manderson Graduate School of Business At University of Alabama | Masters Business Admin |
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 | 2 |
|---|---|
Leavell Investment Management, Inc.
Leavell Investment Management, Inc. Investment ManagersFinance Leavell Investment Management, Inc. (Leavell) is an independent registered investment adviser headquartered in Mobile, Alabama. The firm was founded by Thomas Leavell in 1979 as T. Leavell & Associates, Inc. Leavell provides customized investment management services to individuals, families, and businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments and foundations, and two registered no-load mutual funds. | Finance |
Mitchell, McLeod, Pugh & Williams, Inc.
Mitchell, McLeod, Pugh & Williams, Inc. Investment ManagersFinance Mitchell, McLeod, Pugh & Williams, Inc. (MMPW) is an independent, employee-owned SEC-registered investment advisor and wealth management firm headquartered in Mobile, Alabama. The firm was founded in 2006 by Richard Mitchell, Douglas R. McLeod, Kyle C. Pugh and M. Carmen Williams. MMPW provides investment advisory services to individuals, high net-worth individuals, corporate pension, profit-sharing and 401-(k) plans, IRA rollovers, charitable institutions, foundations, endowments, trusts and estates. | Finance |
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