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Tana K. McKasson
Trading-Equity bei Sonora Investment Management Group LLC
Aktive Positionen von Tana K. McKasson
Unternehmen | Position | Beginn | Ende |
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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 | - |
Karriereverlauf von Tana K. McKasson
Ausbildung von Tana K. McKasson
Allegheny College | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Trading-Equity | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 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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