Profiel
Prior to joining Avalon in October 2003, Ms. Ragan moved to Houston to join Prudential Preferred Financial Services as a Marketing Assistant.
After earning a NASD Series 7 license in 1997, she joined Sanders Morris Harris as a Sales Associate.
In June of 2000, she joined Morgan Stanley's Private Wealth Management division as a Registered Sales Associate and remained until she joined the Fixed Income Team at Avalon Advisors.
In 1995 Ms. Ragan graduated from the University of Texas at Austin with a Bachelor of Business Administration degree in
Management.
Eerdere bekende functies van Megg E. Ragan
| Bedrijven | Functie | Einde |
|---|---|---|
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Analist-Vaste Inkomen | - |
Opleiding van Megg E. Ragan
| The University of Texas at Austin | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
