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Mike Cregan
Head-Fixed Income Invts presso Icon Wealth Advisors LLC
Posizioni attive di Mike Cregan
Società | Posizione | Inizio | Fine |
---|---|---|---|
Icon Wealth Advisors LLC
![]() Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Head-Fixed Income Invts | 01/08/2022 | - |
Membro del Comitato di Investimento | 01/08/2022 | - |
Storia della carriera di Mike Cregan
Precedenti posizioni note di Mike Cregan
Società | Posizione | Inizio | Fine |
---|---|---|---|
Icon Wealth Partners LLC
![]() Icon Wealth Partners LLC Investment ManagersFinance Icon Wealth Partners LLC (Icon) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Mark McAdams, Blake Pratz and Steve Schwarzbach in 2016. They are owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Icon provides comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. | Head-Fixed Income Invts | 01/06/2018 | 05/10/2022 |
Elevation LLC
![]() Elevation LLC Investment Banks/BrokersFinance Elevation LLC is an independent broker-dealer headquartered in Charlotte, North Carolina. The firm was founded by Jordan Meranus and Patrick Sheehan in 2006. Elevation focuses on agency execution for its institutional clients across multiple platforms. | Corporate Officer/Principal | 31/12/2012 | 31/12/2012 |
Chase Bank of Texas NA | Corporate Officer/Principal | 01/01/1990 | 31/12/2002 |
Avalon Advisors LLC
![]() Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Corporate Officer/Principal | - | - |
Underwood, Neuhaus & Co., Inc.
![]() Underwood, Neuhaus & Co., Inc. Investment Banks/BrokersFinance Underwood, Neuhaus & Co., Inc. provides securities brokerage services. The private company is based in Houston, TX. | Corporate Officer/Principal | 01/01/1989 | - |
PaineWebber, Inc. | Corporate Officer/Principal | - | - |
JPMorgan Investment Bank
![]() JPMorgan Investment Bank Investment Banks/BrokersFinance JPMorgan Investment Bank operates as an investment banking firm. The company is headquartered in Houston, TX. | Corporate Officer/Principal | - | - |
Avalon Advisors LLC
![]() Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Portfolio Manager-Fixed Income | 01/01/2013 | - |
Formazione di Mike Cregan
Washington & Lee University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 10 |
Posizioni
Corporate Officer/Principal | 6 |
Head-Fixed Income Invts | 2 |
Portfolio Manager-Fixed Income | 1 |
Settori
Finance | 9 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 8 |
---|---|
Avalon Advisors LLC
![]() Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
Elevation LLC
![]() Elevation LLC Investment Banks/BrokersFinance Elevation LLC is an independent broker-dealer headquartered in Charlotte, North Carolina. The firm was founded by Jordan Meranus and Patrick Sheehan in 2006. Elevation focuses on agency execution for its institutional clients across multiple platforms. | Finance |
PaineWebber, Inc. | Finance |
Underwood, Neuhaus & Co., Inc.
![]() Underwood, Neuhaus & Co., Inc. Investment Banks/BrokersFinance Underwood, Neuhaus & Co., Inc. provides securities brokerage services. The private company is based in Houston, TX. | Finance |
Chase Bank of Texas NA | Finance |
Icon Wealth Partners LLC
![]() Icon Wealth Partners LLC Investment ManagersFinance Icon Wealth Partners LLC (Icon) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Mark McAdams, Blake Pratz and Steve Schwarzbach in 2016. They are owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Icon provides comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. | Finance |
Icon Wealth Advisors LLC
![]() Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Finance |
JPMorgan Investment Bank
![]() JPMorgan Investment Bank Investment Banks/BrokersFinance JPMorgan Investment Bank operates as an investment banking firm. The company is headquartered in Houston, TX. | Finance |
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