Michael Gary Ball
Portefeuillebeheerder-Aandelen bij Transform Wealth LLC
Profiel
Mr. Michael G.
Ball is a Managing Director & Portfolio Manager at Transform Wealth LLC.
He has over 27 years of experience in the financial industry, he has been working with people to manage their investment portfolios and helping them achieve their financial goals.
Mr. Ball was previously employed as a Lead Portfolio Manager by Weatherstone Capital Management, Inc.
He graduated from Utah State University with a Bachelor’s degree in Corporate Finance, and a Minor in Accounting.
Actieve functies van Michael Gary Ball
| Bedrijven | Functie | Begin |
|---|---|---|
Transform Wealth LLC
 Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Michael Gary Ball
| Bedrijven | Functie | Einde |
|---|---|---|
Weatherstone Capital Management, Inc.
 Weatherstone Capital Management, Inc. Investment ManagersFinance Weatherstone Capital Management, Inc. (Weatherstone) is an independent investment advisory firm headquartered in Denver, Colorado. The firm was founded in 2001 by Michael Ball. Weatherstone provides investment advice to individual and institutional clients. | Algemeen Directeur | 01-04-2019 |
Opleiding van Michael Gary Ball
| Utah State University | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Weatherstone Capital Management, Inc.
Weatherstone Capital Management, Inc. Investment ManagersFinance Weatherstone Capital Management, Inc. (Weatherstone) is an independent investment advisory firm headquartered in Denver, Colorado. The firm was founded in 2001 by Michael Ball. Weatherstone provides investment advice to individual and institutional clients. | Finance |
