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Duncan John Meaney
Directeur Général chez
The Social Equity Group, Inc.
Profil
Duncan John Meaney is the founder of The Social Equity Group, Inc., where he has been the President since 1992.
He also held the position of Registered Principal at Financial West Investment Group, Inc. Mr. Meaney completed his undergraduate degree at Sonoma State University in 1976 and later obtained another undergraduate degree from the University of California, Berkeley in 1981.
Postes actifs de Duncan John Meaney
| Sociétés | Poste | Début |
|---|---|---|
The Social Equity Group, Inc.
 The Social Equity Group, Inc. Investment ManagersFinance SEG's investment approach is based on asset allocation, the consideration of historical returns on assets, and risk management. Their investment process employs qualitative screening of corporate policies and quantitative analysis of a company's profit potential. The firm uses qualitative screening to understand corporate character and to identify better-managed companies. They use double bottom line (financial and social) analysis to design portfolios that are aligned with an investor's values and seek to achieve their financial goals. SEG offers investments in common and preferred stocks, taxable and tax-free bonds, REITS, ETFs, and UITs, developed and emerging market international securities, and money market funds with automatic sweep. | Directeur Général | 01/01/1992 |
Anciens postes connus de Duncan John Meaney
| Sociétés | Poste | Fin |
|---|---|---|
Financial West Investment Group, Inc.
 Financial West Investment Group, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Duncan John Meaney
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Financial West Investment Group, Inc.
Financial West Investment Group, Inc. Investment ManagersFinance Provides investment advice | Finance |
The Social Equity Group, Inc.
The Social Equity Group, Inc. Investment ManagersFinance SEG's investment approach is based on asset allocation, the consideration of historical returns on assets, and risk management. Their investment process employs qualitative screening of corporate policies and quantitative analysis of a company's profit potential. The firm uses qualitative screening to understand corporate character and to identify better-managed companies. They use double bottom line (financial and social) analysis to design portfolios that are aligned with an investor's values and seek to achieve their financial goals. SEG offers investments in common and preferred stocks, taxable and tax-free bonds, REITS, ETFs, and UITs, developed and emerging market international securities, and money market funds with automatic sweep. | Finance |
Sonoma State University
 Sonoma State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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