Doug Muenzenmay
Portefeuillebeheerder-Aandelen bij Soundpath Investment Advisors LLC
Profiel
Mr. Douglas P.
Muenzenmay, CFA MBA, is a Senior Advisor & Principal at Soundpath Investment Advisors LLC.
He joined the firm in April 2010.
He has over 24 years of capital markets experience including portfolio management for individuals, institutions and endowments.
Mr. Muenzenmay was previously employed as a Portfolio Manager by Trustmark Investment Advisors, Inc. and an Equity Fund Portfolio Manager by Brenton Banks, Inc.
Mr. Muenzenmay received his Bachelors degree in Economics from the University of Iowa and his Masters of Business Administration degree from Mississippi College, where he served as an Adjunct Professor.
He is a CFP Professional.
He has earned the Chartered Financial Analyst designation and serves on the Board of Directors for the CFA Society of Mississippi.
Actieve functies van Doug Muenzenmay
| Bedrijven | Functie | Begin |
|---|---|---|
Soundpath Investment Advisors LLC
 Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities. | Portefeuillebeheerder-Aandelen | 01-04-2010 |
Eerdere bekende functies van Doug Muenzenmay
| Bedrijven | Functie | Einde |
|---|---|---|
Trustmark Investment Advisors, Inc.
 Trustmark Investment Advisors, Inc. Investment ManagersFinance Trustmark Investment Advisors, Inc. (TIAI) is a registered investment advisor headquartered in Ridgeland, Mississippi. The firm was founded in 2001 and is a wholly owned subsidiary of Trustmark National Bank (TNB), which is owned by Trustmark Corp. (NASDAQ: TRMK). TIAI provides investment management services to the clients of TNB’s Wealth Management Division (TWMD). Clients of TWMD include individuals, institutions, foundations, endowments, and charitable organizations. | Portefeuillebeheerder-Aandelen | 30-06-2007 |
| Brenton Banks, Inc. | Corporate Officer/Principal | 31-12-1996 |
Opleiding van Doug Muenzenmay
| University of Iowa | Undergraduate Degree |
| Mississippi College | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Trustmark Investment Advisors, Inc.
Trustmark Investment Advisors, Inc. Investment ManagersFinance Trustmark Investment Advisors, Inc. (TIAI) is a registered investment advisor headquartered in Ridgeland, Mississippi. The firm was founded in 2001 and is a wholly owned subsidiary of Trustmark National Bank (TNB), which is owned by Trustmark Corp. (NASDAQ: TRMK). TIAI provides investment management services to the clients of TNB’s Wealth Management Division (TWMD). Clients of TWMD include individuals, institutions, foundations, endowments, and charitable organizations. | Finance |
| Brenton Banks, Inc. | Finance |
Soundpath Investment Advisors LLC
Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities. | Finance |