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Scott Brian McGhie
Direttore della Ricerca - Azioni presso
Fiduciary Group LLC
Profilo
Mr. Scott B. McGhie is a Director of Portfolio Management at Fiduciary Group LLC.
He is also a Senior Investment Manager at The Fiduciary Group, where he oversees client portfolios and investment strategy.
Prior to joining the firm in 2008, he served as a Supervisory Senior Auditor with Ernst & Young in their Atlanta and Boston offices, performing extensive financial statement analysis and investment valuation for financial services clients.
He also served as an Equity Analyst for UBS Securities in New York.
He received his B.S.
in Accounting, magna cum laude, from Southern New Hampshire University and earned his Masters in Finance from Bentley College.
He has also earned the Chartered Financial Analyst designation, is a member of the CFA Institute, and an inactive Certified Public Accountant.
Posizioni attive di Scott Brian McGhie
| Società | Posizione | Inizio |
|---|---|---|
Fiduciary Group LLC
 Fiduciary Group LLC Investment ManagersFinance TFG primarily invests for relatively long-time horizons. However, market developments could cause TFG to sell securities more quickly. The firm tends to follow four general investment strategies with corresponding asset allocation targets: Capital Preservation, Income with Growth, Growth with Income, and Growth of Principal. Based on an understanding of the client’s risk tolerance, liquidity and income needs, objectives, and time horizon, TFG will agree with the client on an overall Investment Policy Statement (IPS) which reflects one of those four strategies. | Direttore della Ricerca - Azioni | 01/08/2008 |
Precedenti posizioni note di Scott Brian McGhie
| Società | Posizione | Fine |
|---|---|---|
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Comptroller/Controller/Auditor | 31/12/2006 |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 15/09/2008 |
Formazione di Scott Brian McGhie
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
91
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Fiduciary Group LLC
Fiduciary Group LLC Investment ManagersFinance TFG primarily invests for relatively long-time horizons. However, market developments could cause TFG to sell securities more quickly. The firm tends to follow four general investment strategies with corresponding asset allocation targets: Capital Preservation, Income with Growth, Growth with Income, and Growth of Principal. Based on an understanding of the client’s risk tolerance, liquidity and income needs, objectives, and time horizon, TFG will agree with the client on an overall Investment Policy Statement (IPS) which reflects one of those four strategies. | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Commercial Services |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Southern New Hampshire University
 Southern New Hampshire University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
