Profiel
Mr. James V.
McGurren is a Senior Managing Director at Next Capital Management LLC.
He joined NEXT with over 17 years experience as the founder of an SEC Registered Investment Advisory firm focusing on investment and wealth management services.
Mr. McGurren was engaged in the practice of Public Accounting for over 25 years and was a partner of a regional accounting firm.
In addition to specializing in tax and financial planning for the affluent, he also provided consulting services for complex financial transactions and strategies to middle-market clients.
He graduated from Fordham University in New York with a B.S.
degree in Accounting, He is a CPA, CFP and a member of the Financial Planning Association, American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants.
Eerdere bekende functies van James Vincent McGurren
| Bedrijven | Functie | Einde |
|---|---|---|
Next Capital Management LLC
 Next Capital Management LLC Investment ManagersFinance Next Capital Management LLC (Next Capital) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Andrew Hart in 1999 and is ninety-nine percent owned by Next Capital Holdings LLC. Next Capital offers institutional-caliber asset management and strategic wealth planning services for ultra-high-net-worth and high-net-worth clients. | Portefeuillebeheerder-Aandelen | 01-09-2019 |
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| Bedrijven in privébezit | 1 |
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Next Capital Management LLC
Next Capital Management LLC Investment ManagersFinance Next Capital Management LLC (Next Capital) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Andrew Hart in 1999 and is ninety-nine percent owned by Next Capital Holdings LLC. Next Capital offers institutional-caliber asset management and strategic wealth planning services for ultra-high-net-worth and high-net-worth clients. | Finance |
