Michael Gary Ball
Gestore di Portafoglio-Azioni presso Transform Wealth LLC
Profilo
Mr. Michael G.
Ball is a Managing Director & Portfolio Manager at Transform Wealth LLC.
He has over 27 years of experience in the financial industry, he has been working with people to manage their investment portfolios and helping them achieve their financial goals.
Mr. Ball was previously employed as a Lead Portfolio Manager by Weatherstone Capital Management, Inc.
He graduated from Utah State University with a Bachelor’s degree in Corporate Finance, and a Minor in Accounting.
Posizioni attive di Michael Gary Ball
| Società | Posizione | Inizio |
|---|---|---|
Transform Wealth LLC
 Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gestore di Portafoglio-Azioni | - |
Precedenti posizioni note di Michael Gary Ball
| Società | Posizione | Fine |
|---|---|---|
Weatherstone Capital Management, Inc.
 Weatherstone Capital Management, Inc. Investment ManagersFinance Weatherstone Capital Management, Inc. (Weatherstone) is an independent investment advisory firm headquartered in Denver, Colorado. The firm was founded in 2001 by Michael Ball. Weatherstone provides investment advice to individual and institutional clients. | Amministratore Delegato | 01/04/2019 |
Formazione di Michael Gary Ball
| Utah State University | 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 | 2 |
|---|---|
Weatherstone Capital Management, Inc.
Weatherstone Capital Management, Inc. Investment ManagersFinance Weatherstone Capital Management, Inc. (Weatherstone) is an independent investment advisory firm headquartered in Denver, Colorado. The firm was founded in 2001 by Michael Ball. Weatherstone provides investment advice to individual and institutional clients. | Finance |
Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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