Profiel
Mr. Jim T.
McComsey is Co-Founder & Senior Partner at McComsey Asset Management LLC.
Prior to co-founding McComsey Asset Management in 2005, he spent fifteen years with Nicholas Applegate in San Diego.
He became a partner of the firm in 1992 and played a major role in its growth from $400 million under management to over $50 billion before he retired in 2002.
He also spent seven years as a pension consultant for Merrill Lynch, with clients such as Atlantic Richfield, City of Los Angeles and Mattel.
Mr. McComsey is a graduate of the United States Air Force Academy with a BS degree in 1964 and earned an MBA in 1974 from the University of Southern California.
Eerdere bekende functies van Jim T. McComsey
Bedrijven | Functie | Einde |
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Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Consultant / Adviseur | - |
McComsey Asset Management LLC
McComsey Asset Management LLC Investment ManagersFinance Beverly Hills Wealth Management LLC is a registered investment advisor located in Beverly Hills, California. The firm acquired McComsey Asset Management LLC in 2013. | Oprichter | - |
Opleiding van Jim T. McComsey
University of Southern California | Masters Business Admin |
United States Air Force Academy | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 3 |
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Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families. | Finance |
McComsey Asset Management LLC
McComsey Asset Management LLC Investment ManagersFinance Beverly Hills Wealth Management LLC is a registered investment advisor located in Beverly Hills, California. The firm acquired McComsey Asset Management LLC in 2013. | Finance |