Alex Murguia
Algemeen Directeur bij McLean Asset Management Corp.
Profiel
Dr. Alejandro Murguia is a Managing Principal at McLean Asset Management Corp.
In addition to his management responsibilities, he is one of the primary contributors to the firm content.
He also founded inStream Solutions.
A leading retirement financial planning software company used by some of the nation’s largest financial advisory firms.
Dr. Murguia has published numerous articles in the leading peer-reviewed journals in the financial planning industry and is a frequent speaker at many of the financial planning profession’s leading conferences.
In addition, he has been quoted in the New York Times, the Wall Street Journal, InvestmentNews, and various other industry publications regarding his thoughts on the industry, practice management, and retirement income planning.
Dr. Murguia received his undergraduate degree from Boston University and a doctorate degree from George Washington University.
He is also a Member, Board of Advisors for the Northern Virginia Community Foundation.
Actieve functies van Alex Murguia
Bedrijven | Functie | Begin |
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McLean Asset Management Corp.
McLean Asset Management Corp. Investment ManagersFinance McLean Asset Management Corp. (McLean) is an independent, SEC-registered investment advisor headquartered in McLean, Virginia. The firm was founded in 1984 and is principally owned by Alejandro (Alex) Murguia. McLean provides investment management services and consulting services to a broad range of clients, such as individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and business entities. | Algemeen Directeur | 01-01-2005 |
Opleiding van Alex Murguia
Boston University | Undergraduate Degree |
George Washington University | Doctorate Degree |
Ervaring
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Bedrijven in privébezit | 1 |
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McLean Asset Management Corp.
McLean Asset Management Corp. Investment ManagersFinance McLean Asset Management Corp. (McLean) is an independent, SEC-registered investment advisor headquartered in McLean, Virginia. The firm was founded in 1984 and is principally owned by Alejandro (Alex) Murguia. McLean provides investment management services and consulting services to a broad range of clients, such as individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and business entities. | Finance |