Profiel
Mr. Bruce R.
Mohr is a Wealth Management Advisor at TBFM LLP.
He is skilled at identifying sound and profitable investment opportunities.
He chairs the firm's investment policy committee and maintains oversight of the portfolio management function for equity and fixed income securities.
He has over 30 years of investment management experience.
Formerly Vice President, Senior Portfolio Manager, and a member of the Board of Directors for First Security Investment Management, Inc., a regional registered investment advisory firm.
Mr. Mohr received his Bachelor of Science in Finance from Boise State University and an MBA from the University of Oregon.
Actieve functies van Bruce Richard Mohr
| Bedrijven | Functie | Begin |
|---|---|---|
TBFM LLP
 TBFM LLP Investment ManagersFinance TBFM LLP, do-business-as Buffington Mohr McNeal (BMN), is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 1998 by Melvin Buffington, Bruce Mohr and Carey McNeal. BMN provides wealth planning, retirement planning, and investment management services on a discretionary basis to individuals and families, foundations and endowments, municipal and state organizations, and small business entities. | Oprichter | 01-04-1998 |
Eerdere bekende functies van Bruce Richard Mohr
| Bedrijven | Functie | Einde |
|---|---|---|
West One Bank (Kalispell, Montana)
 West One Bank (Kalispell, Montana) Regional BanksFinance West One Bank is a state chartered commercial bank. The company is based in Kalispell, MT. | Corporate Officer/Principal | 31-12-1990 |
Opleiding van Bruce Richard Mohr
| Boise State University | Undergraduate Degree |
| University of Oregon | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
TBFM LLP
TBFM LLP Investment ManagersFinance TBFM LLP, do-business-as Buffington Mohr McNeal (BMN), is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 1998 by Melvin Buffington, Bruce Mohr and Carey McNeal. BMN provides wealth planning, retirement planning, and investment management services on a discretionary basis to individuals and families, foundations and endowments, municipal and state organizations, and small business entities. | Finance |
West One Bank (Kalispell, Montana)
West One Bank (Kalispell, Montana) Regional BanksFinance West One Bank is a state chartered commercial bank. The company is based in Kalispell, MT. | Finance |
