Bill McCollum
Compliance Officer chez Eagle Financial Management Services LLC
Profil
Mr. William L.
McCollum is a Portfolio Manager at Eagle Financial Management Services LLC.
He has 28 years of financial services experience, including over 22 years in the investment industry.
He joined Eagle Financial in 2007 after five years with Morgan Stanley.
Mr. McCollum has an MS-Finance degree from the University of Houston-Clear Lake and a BBA-Finance degree from Baylor University.
Postes actifs de Bill McCollum
| Sociétés | Poste | Début |
|---|---|---|
Eagle Financial Management Services LLC
 Eagle Financial Management Services LLC Investment ManagersFinance Eagle Financial Management Services LLC (Eagle Financial) is a registered investment advisor headquartered in Shreveport, Louisiana. The firm was founded by Jack Ditt, Jr. in 2006 and is a subsidiary of Wealthcare Capital Management LLC. Eagle Financial provides continuous, fee-only investment advisory services to individuals, businesses, pension and profit-sharing plans, trusts, estates and charitable organizations. | Compliance Officer | 01/01/2007 |
Anciens postes connus de Bill McCollum
| Sociétés | Poste | Fin |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | 31/12/2006 |
Formation de Bill McCollum
| Baylor University | Undergraduate Degree |
| University of Houston-Clear Lake | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Entreprise privées | 1 |
|---|---|
Eagle Financial Management Services LLC
Eagle Financial Management Services LLC Investment ManagersFinance Eagle Financial Management Services LLC (Eagle Financial) is a registered investment advisor headquartered in Shreveport, Louisiana. The firm was founded by Jack Ditt, Jr. in 2006 and is a subsidiary of Wealthcare Capital Management LLC. Eagle Financial provides continuous, fee-only investment advisory services to individuals, businesses, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |
