Andrea Patricia McMahon
Chief Investment Officer bij Avior Wealth Management LLC
Profiel
Ms. Andrea P.
McMahon, CFA, is a Chief Investment Officer & Wealth Advisor at Avior Wealth Management LLC.
She chairs the firm’s Investment Committee.
Her practice has become increasingly focused on financial planning and meeting the needs of highly successful women investors.
Ms. McMahon was previously employed as a Managing Director by McCarthy Group Advisors LLC.
She has a BSBA from the University of Nebraska at Omaha.
She earned a CFA designation in September 1994 and is a member of the CFA Society of Nebraska.
Actieve functies van Andrea Patricia McMahon
| Bedrijven | Functie | Begin |
|---|---|---|
Avior Wealth Management LLC
 Avior Wealth Management LLC Investment ManagersFinance Avior Wealth Management LLC (Avior) is an independent, SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded by Kent Nelson, Burton Van Denburg and Britt Campbell in 2008 as Nelson, Van Denburg & Campbell Wealth Management Group LLC. They rebranded as Avior Wealth Management in 2021. Avior provides investment advisory services to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, and corporations or business entities. | Chief Investment Officer | 01-10-2013 |
Eerdere bekende functies van Andrea Patricia McMahon
| Bedrijven | Functie | Einde |
|---|---|---|
McCarthy Group Advisors LLC
 McCarthy Group Advisors LLC Investment ManagersFinance Founded in 1987, McCarthy Group Advisors LLC is a registered investment located in Omaha, Nebraska. The firm is a subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). | Trading-Equity | 31-10-2010 |
Opleiding van Andrea Patricia McMahon
| University of Nebraska | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
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McCarthy Group Advisors LLC
McCarthy Group Advisors LLC Investment ManagersFinance Founded in 1987, McCarthy Group Advisors LLC is a registered investment located in Omaha, Nebraska. The firm is a subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). | Finance |
Avior Wealth Management LLC
Avior Wealth Management LLC Investment ManagersFinance Avior Wealth Management LLC (Avior) is an independent, SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded by Kent Nelson, Burton Van Denburg and Britt Campbell in 2008 as Nelson, Van Denburg & Campbell Wealth Management Group LLC. They rebranded as Avior Wealth Management in 2021. Avior provides investment advisory services to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, and corporations or business entities. | Finance |
