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Dan D. Meiklejohn
Portfolio Manager-Aktien bei Spectrum Management Group LLC (Indiana)
Aktive Positionen von Dan D. Meiklejohn
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Spectrum Management Group LLC (Indiana)
![]() Spectrum Management Group LLC (Indiana) Investment ManagersFinance Spectrum Management Group LLC (SMG) is an independent wealth management firm headquartered in Indianapolis, Indiana. The firm was founded in 1995 by Leslie D. Thompson and Robert (Bob) C. Phillips. SMG provides investment management services to individuals, high net-worth individuals, business entities, qualified retirement plans, foundations, endowments, charitable organizations, and trusts. | Portfolio Manager-Aktien | 01.02.2024 | - |
Karriereverlauf von Dan D. Meiklejohn
Ehemalige bekannte Positionen von Dan D. Meiklejohn
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
BKD Wealth Advisors LLC
![]() BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities. | Analyst-Equity | 03.11.2010 | 30.06.2011 |
Ausbildung von Dan D. Meiklejohn
Indiana University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Portfolio Manager-Equities | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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BKD Wealth Advisors LLC
![]() BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities. | Finance |
Spectrum Management Group LLC (Indiana)
![]() Spectrum Management Group LLC (Indiana) Investment ManagersFinance Spectrum Management Group LLC (SMG) is an independent wealth management firm headquartered in Indianapolis, Indiana. The firm was founded in 1995 by Leslie D. Thompson and Robert (Bob) C. Phillips. SMG provides investment management services to individuals, high net-worth individuals, business entities, qualified retirement plans, foundations, endowments, charitable organizations, and trusts. | Finance |
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