![Deron McCoy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Deron McCoy
Gestionnaire de Portefeuille-Actions chez
Axxcess Wealth Management LLC
Profil
Mr. Deron T.
McCoy is a Chief Wealth Officer at Axxcess Wealth Management LLC.
Mr. McCoy was previously employed as a Chief Investment Officer by Signature Estate & Investment Advisors LLC.
He received his undergraduate degree from the University of California, Los Angeles.
Postes actifs de Deron McCoy
| Sociétés | Poste | Début |
|---|---|---|
Axxcess Wealth Management LLC
 Axxcess Wealth Management LLC Investment ManagersFinance AWM uses a multi-asset class, multi-disciplinary approach with the belief that no two clients are identical. Therefore, the firm does not manage client investment portfolios on the basis of a “one size fits all” model portfolio. They primarily use fundamental and technical analysis when evaluating investments. | Gestionnaire de Portefeuille-Actions | 01/03/2025 |
Anciens postes connus de Deron McCoy
| Sociétés | Poste | Fin |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards. | Directeur en chef des Investissements | 01/04/2024 |
Formation de Deron McCoy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards. | Finance |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Axxcess Wealth Management LLC
Axxcess Wealth Management LLC Investment ManagersFinance AWM uses a multi-asset class, multi-disciplinary approach with the belief that no two clients are identical. Therefore, the firm does not manage client investment portfolios on the basis of a “one size fits all” model portfolio. They primarily use fundamental and technical analysis when evaluating investments. | Finance |
