Tana K. McKasson
Trading-Equity presso Sonora Investment Management Group LLC
Posizioni attive di Tana K. McKasson
Società | Posizione | Inizio | Fine |
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Sonora Investment Management Group LLC
Sonora Investment Management Group LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Sonora Investment Management Group LLC is an independent registered investment adviser based in Tucson, AZ. The firm provides personalized asset management and financial planning services to high net worth individuals, families, and institutions. The company has expertise in the individual selection of equities and fixed income securities for their clients. Sonora Investment Management is a boutique money management firm, whose advisory team has been working together since 1986. The company has been managing over $1.50 billion in assets as of January and have an institutional approach to retail investing. | Trading-Equity | 01/08/2013 | - |
Storia della carriera di Tana K. McKasson
Formazione di Tana K. McKasson
Allegheny College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Trading-Equity | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Sonora Investment Management Group LLC
Sonora Investment Management Group LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Sonora Investment Management Group LLC is an independent registered investment adviser based in Tucson, AZ. The firm provides personalized asset management and financial planning services to high net worth individuals, families, and institutions. The company has expertise in the individual selection of equities and fixed income securities for their clients. Sonora Investment Management is a boutique money management firm, whose advisory team has been working together since 1986. The company has been managing over $1.50 billion in assets as of January and have an institutional approach to retail investing. | Finance |
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