Paul Allen McClain
Oprichter bij Freedom Wealth Advisors LLC
Actieve functies van Paul Allen McClain
Bedrijven | Functie | Begin | Einde |
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Freedom Wealth Advisors LLC
Freedom Wealth Advisors LLC Investment ManagersFinance Freedom Wealth Advisors LLC (FWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lee's Summit, Missouri. The firm was founded by Paul McClain in 2010. FWA provides discretionary portfolio services through separately managed accounts that belongs to, among others, private individuals, banks and thrift institutions, corporations (and other business entities), estates, trusts, charitable organizations, and retirement plans. | Chief Investment Officer | 01-05-2010 | - |
Compliance Officer | 01-05-2010 | - | |
Oprichter | 01-05-2010 | - | |
Portefeuillebeheerder-Aandelen | 01-05-2010 | - | |
Hoofd van Private Banking | 01-05-2010 | - |
Loopbaan van Paul Allen McClain
Eerdere bekende functies van Paul Allen McClain
Bedrijven | Functie | Begin | Einde |
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Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Portefeuillebeheerder-Aandelen | 01-02-2003 | 31-12-2007 |
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Portefeuillebeheerder-Aandelen | 01-02-1994 | - |
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 01-01-1988 | 31-12-1992 |
Opleiding van Paul Allen McClain
Rockhurst University | Masters Business Admin |
University of Central Missouri | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
2 |
Operationeel
Portfolio Manager-Equities | 3 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Finance |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Finance |
Dean Witter Reynolds, Inc. | Finance |
Freedom Wealth Advisors LLC
Freedom Wealth Advisors LLC Investment ManagersFinance Freedom Wealth Advisors LLC (FWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lee's Summit, Missouri. The firm was founded by Paul McClain in 2010. FWA provides discretionary portfolio services through separately managed accounts that belongs to, among others, private individuals, banks and thrift institutions, corporations (and other business entities), estates, trusts, charitable organizations, and retirement plans. | Finance |
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