Ty Phillippi
Stratega di mercato presso McKinley Carter Wealth Services, Inc.
Posizioni attive di Ty Phillippi
Società | Posizione | Inizio | Fine |
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McKinley Carter Wealth Services, Inc.
McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Stratega di mercato | 01/09/2020 | - |
Storia della carriera di Ty Phillippi
Precedenti posizioni note di Ty Phillippi
Società | Posizione | Inizio | Fine |
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LifePlan Financial Group, Inc.
LifePlan Financial Group, Inc. Investment ManagersFinance LifePlan Financial Group, Inc. is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 1989 by Dana Lee Hypes. They provide advisory services on a discretionary or non-discretionary basis to individuals and high net-worth individuals, pension and profit sharing plans (other than plan participants), and corporations or other businesses. | Responsabile della Conformità | 01/01/1994 | 01/09/2020 |
Gestore di Portafoglio-Azioni | 01/01/1994 | 01/09/2020 | |
Presidente | 01/01/1994 | 01/09/2020 | |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - | - |
Formazione di Ty Phillippi
Wright State University (Ohio) | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Compliance Officer | 1 |
Portfolio Manager-Equities | 1 |
President | 1 |
Settori
Finance | 3 |
Consumer Services | 2 |
Commercial Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
McKinley Carter Wealth Services, Inc.
McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Finance |
LifePlan Financial Group, Inc.
LifePlan Financial Group, Inc. Investment ManagersFinance LifePlan Financial Group, Inc. is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 1989 by Dana Lee Hypes. They provide advisory services on a discretionary or non-discretionary basis to individuals and high net-worth individuals, pension and profit sharing plans (other than plan participants), and corporations or other businesses. | Finance |
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