Charley Meyer
Gestionnaire de Portefeuille-Actions chez Plancorp LLC
Profil
Mr. Charles F.
Meyer, Sr., is a Director of Institutional Asset Management at Plancorp LLC.
He joined the firm in 2015, he brought with him not only decades of experience in investment management, but also a heart for non-profits and community service.
In 2006 he founded 1926 Investment Advisors and sold his firm to Plancorp in 2015.
Mr. Meyer was previously employed as a President & Chief Compliance Officer by 1926 Investment Advisors LLC and a Managing Director by Bush O'Donnell Investment Advisors, Inc. He has held executive roles in multiple investment management firms during his over 25 years career.
He received his BA degree from DePauw University.
Postes actifs de Charley Meyer
| 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 | 01/02/2015 |
Anciens postes connus de Charley Meyer
| Sociétés | Poste | Fin |
|---|---|---|
1926 Investment Advisors LLC
 1926 Investment Advisors LLC Investment ManagersFinance Founded in 2006, 1926 Investment Advisors LLC is a registered investment advisor located in Webster Groves, Missouri. The firm provides services to individuals, endowments, foundations and religious institutions | President | 01/02/2015 |
Bush O'Donnell Investment Advisors, Inc.
 Bush O'Donnell Investment Advisors, Inc. Investment ManagersFinance Bush O'Donnell Investment Advisors, Inc. (BOIA) is a wealth management firm and registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1986 by William Bush and Richard Kobusch as Bush & Kobusch Investment Advisors. In 1987, James O’Donnell joined Mr. Bush and renamed the firm in 1988. They are a wholly-owned subsidiary of Bush O’Donnell & Co., Inc., which is owned by Ivy Medical LLC. BOIA manages discrete investment portfolios for individuals, families, corporate retirement plans, foundations, endowments and religious communities. | Analyst-Equity | 01/01/2006 |
Formation de Charley Meyer
| DePauw University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bush O'Donnell Investment Advisors, Inc.
Bush O'Donnell Investment Advisors, Inc. Investment ManagersFinance Bush O'Donnell Investment Advisors, Inc. (BOIA) is a wealth management firm and registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1986 by William Bush and Richard Kobusch as Bush & Kobusch Investment Advisors. In 1987, James O’Donnell joined Mr. Bush and renamed the firm in 1988. They are a wholly-owned subsidiary of Bush O’Donnell & Co., Inc., which is owned by Ivy Medical LLC. BOIA manages discrete investment portfolios for individuals, families, corporate retirement plans, foundations, endowments and religious communities. | Finance |
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 |
1926 Investment Advisors LLC
1926 Investment Advisors LLC Investment ManagersFinance Founded in 2006, 1926 Investment Advisors LLC is a registered investment advisor located in Webster Groves, Missouri. The firm provides services to individuals, endowments, foundations and religious institutions | Finance |