Profil
Mr. Brian C.
McCracken, CPA, is a Portfolio Manager at Pinnacle Family Advisors LLC.
He joined the firm in January 2010.
His community involvement includes President Elect of the Breast Cancer Foundation of the Ozarks, member of Springfield Sertoma, member of Wesley United Methodist Church.
Prior to joining Pinnacle Family Advisors in January 2010, Mr. McCracken Morgan Stanley and Merrill Lynch.
Prior to joining Merrill Lynch in 2002, he was a Certified Public Accountant with Ernst & Young L.L.P., in Kansas City.
He graduated from Drury University in 1998 with a Bachelor of Science in Accounting and Business Administration.
Postes actifs de Brian Charles McCracken
| Sociétés | Poste | Début |
|---|---|---|
Pinnacle Family Advisors LLC
Pinnacle Family Advisors LLC Investment ManagersFinance PFA uses disciplined, unemotional, investment processes to allocate investments among different asset classes and making changes within those asset classes. Some strategies will be more static, such as, “buy and hold” where they remain invested in similar asset classes over a long period of time. Other strategies will be, “momentum based” where the firm invests in trending asset classes based on their relative strength and the market environment. PFA designs the strategy that best fits the client’s investing and financial goals. | Gestionnaire de Portefeuille-Actions | 01/01/2010 |
Anciens postes connus de Brian Charles McCracken
| Sociétés | Poste | Fin |
|---|---|---|
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Corporate Officer/Principal | 31/12/2001 |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Brian Charles McCracken
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Commercial Services |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Drury University
Drury University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pinnacle Family Advisors LLC
Pinnacle Family Advisors LLC Investment ManagersFinance PFA uses disciplined, unemotional, investment processes to allocate investments among different asset classes and making changes within those asset classes. Some strategies will be more static, such as, “buy and hold” where they remain invested in similar asset classes over a long period of time. Other strategies will be, “momentum based” where the firm invests in trending asset classes based on their relative strength and the market environment. PFA designs the strategy that best fits the client’s investing and financial goals. | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
















