Brian Matthew King
Gestionnaire de Portefeuille-Actions chez Plancorp LLC
Profil
Mr. Brian M.
King, CPA, is a Chief Planning Officer at Plancorp LLC.
He joined the firm's team as a Wealth Manager in 2008.
By 2010, he’d worked his way to become Director of Wealth Management,
Me.
King but in his career at PricewaterhouseCoopers, LLP, where he provided advanced income tax and estate planning services to high net worth families and corporate executives.
He brings that experience to Plancorp’s family office practice, where he helps families understand, grow and preserve their wealth.
He received his B.S.B.A Accounting and Finance degree from St. Louis University.
Postes actifs de Brian Matthew King
| Sociétés | Poste | Début |
|---|---|---|
Plancorp LLC
 Plancorp LLC Investment ManagersFinance Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2008 |
Anciens postes connus de Brian Matthew King
| Sociétés | Poste | Fin |
|---|---|---|
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | 31/05/2008 |
Formation de Brian Matthew King
| St. Louis University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Plancorp LLC
Plancorp LLC Investment ManagersFinance Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
