![John Harrell](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profilo
Mr. John R.
Harrell is a Member & Director of Portfolio Strategies at TD Capital Management LLC.
He is also the Chairman of the Investment Committee & a Senior Wealth Advisor at the firm.
He began his financial services career in 2004 as a portfolio analyst at TD Capital and his experience led him to the role of Portfolio Manager in 2006.
Since that time he has been heavily involved in portfolio research and serving clients as a financial advisor.
He also focuses on portfolio implementation, provides investment research, and chairs our Investment Committee.
As Investment Committee Chair, he is Lead Strategist and liaison to our external strategic investment managers.
As a Wealth Advisor, he facilitates the wealth management process for new and high net worth clients, including the portfolio asset allocation.
He became an Equity Member of the firm effective January 1, 2022.
He received his Bachelor of Business Administration in Finance from the University of Memphis and an MBA from Christian Brothers University.
Posizioni attive di John Harrell
Società | Posizione | Inizio |
---|---|---|
TD Capital Management LLC
![]() TD Capital Management LLC Investment ManagersFinance TD Capital Management LLC (TD Capital) is an independent registered wealth management/investment advisory firm headquartered in Memphis, Tennessee. The firm was founded by L. Douglas Smith and Nimrod Thompson in 1996. TD Capital provides investment management services for pension and profit-sharing plans, endowment funds, trusts, estates and charitable organizations. | Analyst-Equity | 01/04/2004 |
Formazione di John Harrell
Christian Brothers University | Masters Business Admin |
University of Memphis | 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 | 1 |
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TD Capital Management LLC
![]() TD Capital Management LLC Investment ManagersFinance TD Capital Management LLC (TD Capital) is an independent registered wealth management/investment advisory firm headquartered in Memphis, Tennessee. The firm was founded by L. Douglas Smith and Nimrod Thompson in 1996. TD Capital provides investment management services for pension and profit-sharing plans, endowment funds, trusts, estates and charitable organizations. | Finance |
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