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Tana K. McKasson
Trading-Equity bij Sonora Investment Management Group LLC
Actieve functies van Tana K. McKasson
Bedrijven | Functie | Begin | Einde |
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Sonora Investment Management Group LLC
![]() Sonora Investment Management Group LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Sonora Investment Management Group LLC is an independent registered investment adviser based in Tucson, AZ. The firm provides personalized asset management and financial planning services to high net worth individuals, families, and institutions. The company has expertise in the individual selection of equities and fixed income securities for their clients. Sonora Investment Management is a boutique money management firm, whose advisory team has been working together since 1986. The company has been managing over $1.50 billion in assets as of January and have an institutional approach to retail investing. | Trading-Equity | 01-08-2013 | - |
Loopbaan van Tana K. McKasson
Opleiding van Tana K. McKasson
Allegheny College | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 3 |
Operationeel
Trading-Equity | 1 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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Sonora Investment Management Group LLC
![]() Sonora Investment Management Group LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Sonora Investment Management Group LLC is an independent registered investment adviser based in Tucson, AZ. The firm provides personalized asset management and financial planning services to high net worth individuals, families, and institutions. The company has expertise in the individual selection of equities and fixed income securities for their clients. Sonora Investment Management is a boutique money management firm, whose advisory team has been working together since 1986. The company has been managing over $1.50 billion in assets as of January and have an institutional approach to retail investing. | Finance |
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