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Brooks Harper McGee
Membre du Comité d'Investissement chez Icon Wealth Advisors LLC
Postes actifs de Brooks Harper McGee
Sociétés | Poste | Début | Fin |
---|---|---|---|
Icon Wealth Advisors LLC
![]() Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Membre du Comité d'Investissement | 01/08/2022 | - |
Historique de carrière de Brooks Harper McGee
Anciens postes connus de Brooks Harper McGee
Sociétés | Poste | Début | Fin |
---|---|---|---|
Icon Wealth Partners LLC
![]() Icon Wealth Partners LLC Investment ManagersFinance Icon Wealth Partners LLC (Icon) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Mark McAdams, Blake Pratz and Steve Schwarzbach in 2016. They are owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Icon provides comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. | Membre du Comité d'Investissement | 01/06/2020 | 05/10/2022 |
Gestionnaire de Portefeuille-Actions | 01/06/2020 | 05/10/2022 | |
Avalon Advisors LLC
![]() Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | President | - | - |
Formation de Brooks Harper McGee
Baylor University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Investment Committee Member | 2 |
Portfolio Manager-Equities | 1 |
President | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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Avalon Advisors LLC
![]() Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
Icon Wealth Partners LLC
![]() Icon Wealth Partners LLC Investment ManagersFinance Icon Wealth Partners LLC (Icon) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Mark McAdams, Blake Pratz and Steve Schwarzbach in 2016. They are owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Icon provides comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. | Finance |
Icon Wealth Advisors LLC
![]() Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Finance |
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