Jim Minich
Fondatore presso Minich MacGregor Wealth Management LLC
Profilo
Mr. James F.
Minich is a RIA Principal & Portfolio Manager at Minich MacGregor Wealth Management LLC.
He has been working as a Financial Advisor since 1987.
He worked for one of the world’s largest Wall Street brokerage firms before becoming co-owner of Minich MacGregor Wealth Management in 2009.
He earned his Bachelors of Arts from Furman University and his Juris Doctorate from the University of San Diego’s School of Law.
Posizioni attive di Jim Minich
| Società | Posizione | Inizio |
|---|---|---|
Minich MacGregor Wealth Management LLC
 Minich MacGregor Wealth Management LLC Investment ManagersFinance Minich MacGregor Wealth Management LLC (MMWM) is an independent, SEC-registered asset management firm headquartered in Saratoga Springs, New York. The firm was founded in 2009 by James Minich and Jason MacGregor. MMWM offers discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Fondatore | 01/01/2009 |
Formazione di Jim Minich
| Furman University | Undergraduate Degree |
| University of San Diego School of Law | Graduate Degree |
Esperienze
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Relazioni di 1° grado
Aziende connesse in 1º grado
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| Aziende private | 1 |
|---|---|
Minich MacGregor Wealth Management LLC
Minich MacGregor Wealth Management LLC Investment ManagersFinance Minich MacGregor Wealth Management LLC (MMWM) is an independent, SEC-registered asset management firm headquartered in Saratoga Springs, New York. The firm was founded in 2009 by James Minich and Jason MacGregor. MMWM offers discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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