Profilo
Mr. James D.
Maher is a Chief Executive Officer & Founder at Archford Capital Strategies LLC.
Mr. Maher was previously employed at Edward Jones Trust Co. He also served on the board at United Way of Greater St. Louis.
He brought together an exceptional team of advisors with more than 35 advanced degrees, professional designations, accreditations and certifications.
Mr. Maher also worked to create a network of professionals to assist business owners with a wide range of solutions for business continuation or succession planning, including ESOPs, management buyouts, and third party sales.
He holds a bachelor’s degree and a law degree from the University of Missouri.
Mr. Maher has earned three of the highest certifications obtainable in the retirement-plan benefit area and is a Certified Exit Plan Advisor (CEPA).
Posizioni attive di Jim Maher
| Società | Posizione | Inizio |
|---|---|---|
Archford Capital Strategies LLC
Archford Capital Strategies LLC Investment ManagersFinance Archford primarily employs fundamental and technical analysis in developing investment strategies for its clients, while employing an asset allocation strategy loosely based on Modern Portfolio Theory (MPT). The firm works with each client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to develop an investment strategy. They primarily allocate client assets among various independent investment managers (Independent Managers), mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, real estate investment trusts (REITs), and options, as well as the securities components of variable annuities and variable life insurance contracts. | Amministratore Delegato | 01/03/2013 |
Precedenti posizioni note di Jim Maher
| Società | Posizione | Fine |
|---|---|---|
Edward Jones Trust Co.
Edward Jones Trust Co. Savings BanksFinance Operates as a federally chartered savings bank | Corporate Officer/Principal | - |
United Way of Greater St. Louis
United Way of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services Raises and allocates funds for charities | Direttore/Membro del Consiglio | - |
Formazione di Jim Maher
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Edward Jones Trust Co.
Edward Jones Trust Co. Savings BanksFinance Operates as a federally chartered savings bank | Finance |
Archford Capital Strategies LLC
Archford Capital Strategies LLC Investment ManagersFinance Archford primarily employs fundamental and technical analysis in developing investment strategies for its clients, while employing an asset allocation strategy loosely based on Modern Portfolio Theory (MPT). The firm works with each client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to develop an investment strategy. They primarily allocate client assets among various independent investment managers (Independent Managers), mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, real estate investment trusts (REITs), and options, as well as the securities components of variable annuities and variable life insurance contracts. | Finance |
University of Missouri
University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United Way of Greater St. Louis
United Way of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services Raises and allocates funds for charities | Commercial Services |
















