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Aktive Positionen von Paul Allen McClain
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | - | |
Gründer | 01.05.2010 | - | |
Portfolio Manager-Aktien | 01.05.2010 | - | |
Leiter des Privatbankwesens | 01.05.2010 | - |
Karriereverlauf von Paul Allen McClain
Ehemalige bekannte Positionen von Paul Allen McClain
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Portfolio Manager-Aktien | 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. | Portfolio Manager-Aktien | 01.02.1994 | - |
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 01.01.1988 | 31.12.1992 |
Ausbildung von Paul Allen McClain
Rockhurst University | Masters Business Admin |
University of Central Missouri | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
2 |
Operativ
Portfolio Manager-Equities | 3 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 5 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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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. | Finance |
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 |
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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