Brigid Jones-Mook

Portfolio Manager-Aktien bei

Creative Planning LLC

Finance

Consumer Services

Profil

Currently, Brigid Anne Jones-Mook holds the position of Wealth Manager & Partner at Creative Planning LLC.
She has over 17 years of experience in the financial services industry.
Prior to Creative Planning, she worked as a Portfolio Manager serving high net worth individuals, families, and non-profit foundations.
Brigid also previously worked as a Trust Officer/AVP for a regional bank focusing on trust administration and estate planning.
She received an undergraduate degree from Lindenwood University.

Aktive Positionen von Brigid Jones-Mook

Unternehmen	Position	Beginn
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Portfolio Manager-Aktien	01.03.2014

Alle aktiven Positionen von Brigid Jones-Mook

Ehemalige bekannte Positionen von Brigid Jones-Mook

Unternehmen	Position	Ende
Acropolis Investment Management LLC Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation.	Portfolio Manager-Aktien	31.12.2013
First Bankers Trust Co., NA First Bankers Trust Co., NA Major BanksFinance Functions as a nationally chartered commercial bank	Corporate Officer/Principal	-
TD Ameritrade, Inc. TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
F&M Bank & Trust Co. (Tulsa, Oklahoma) F&M Bank & Trust Co. (Tulsa, Oklahoma) Regional BanksFinance Provides commercial banking services	Corporate Officer/Principal	-

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Private Unternehmen

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Beziehungen

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Unternehmensverbindungen

Private Unternehmen	6
First Bankers Trust Co., NA First Bankers Trust Co., NA Major BanksFinance Functions as a nationally chartered commercial bank	Finance
TD Ameritrade, Inc. TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Acropolis Investment Management LLC Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation.	Finance
F&M Bank & Trust Co. (Tulsa, Oklahoma) F&M Bank & Trust Co. (Tulsa, Oklahoma) Regional BanksFinance Provides commercial banking services	Finance
Lindenwood University Lindenwood University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Finance