Profilo
Mr. Mike Buccowich is Senior Financial Advisor at Concord Investment Counsel.
He joined Concord Investment Counsel in 2005.
He began his financial career with Morgan Stanley in 1996.
Mr. Buccowich employs the principles of financial planning to evaluate each client’s goals and implement the right strategies to achieve them.
Cultivating success over the long term, his work focuses on managing risk, adapting to changes, measuring results, and monitoring progress.
He is a member of the Orange County Chapter of the Financial Planning Association and serves on the boards of two non-profit corporations.
Mr. Buccowich holds a Bachelor of Arts degree from UCLA and is a Certified Financial Planner practitioner.
Precedenti posizioni note di Mike Buccowich
Società | Posizione | Fine |
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Concord Investment Counsel
Concord Investment Counsel Investment ManagersFinance Concord Investment Counsel, dba Mitchell Anthony Capital Management (MACM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Irvine, California. The firm was founded by Mitchell Pletcher in 1991. MACM provides advisory services to individuals, pension and profit-sharing plans, business entities, estates, and charitable organizations. | Corporate Officer/Principal | 31/03/2012 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Formazione di Mike Buccowich
California State University-Los Angeles | 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 |
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Concord Investment Counsel
Concord Investment Counsel Investment ManagersFinance Concord Investment Counsel, dba Mitchell Anthony Capital Management (MACM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Irvine, California. The firm was founded by Mitchell Pletcher in 1991. MACM provides advisory services to individuals, pension and profit-sharing plans, business entities, estates, and charitable organizations. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
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