Ty McDaniel
Geen lopende functies
Profiel
Mr. Ty McDaniel is a Managing Director & Head-Sales at Adhesion Wealth Advisor Solutions, Inc.
Mr. McDaniel was previously employed as Head-National Broker Dealer National Accounts by Legg Mason & Co. LLC and Head-SMA Sales Team by Citigroup Asset Management.
He received his undergraduate degree from Indiana University Bloomington.
Eerdere bekende functies van Ty McDaniel
| Bedrijven | Functie | Einde |
|---|---|---|
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | - |
| Citigroup Asset Management | Corporate Officer/Principal | - |
Adhesion Wealth Advisor Solutions, Inc.
 Adhesion Wealth Advisor Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Adhesion Wealth Advisor Solutions, Inc. provides wealth advisor solutions to independent financial advisors and wealth managers. The firm offers WealthADV, an investment operations platform that provides unified managed accounts, and overlay and tax-optimized portfolio management, investment program designing and administration, client reporting, and managed back office services. The company was founded by Trey Reinhard in 1999 and is headquartered in Charlotte, NC. | Verkoop & Marketing | - |
Opleiding van Ty McDaniel
| Indiana University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Adhesion Wealth Advisor Solutions, Inc.
Adhesion Wealth Advisor Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Adhesion Wealth Advisor Solutions, Inc. provides wealth advisor solutions to independent financial advisors and wealth managers. The firm offers WealthADV, an investment operations platform that provides unified managed accounts, and overlay and tax-optimized portfolio management, investment program designing and administration, client reporting, and managed back office services. The company was founded by Trey Reinhard in 1999 and is headquartered in Charlotte, NC. | Commercial Services |
| Legg Mason & Co. LLC (New York) | |
| Citigroup Asset Management | Finance |
