Jeremy Wayne Ingram
Directeur Général chez Beacon Harbor Wealth Advisors, Inc.
Profil
Mr. Jeremy W.
Ingram, CFA MBA, is a Founder, Co-President, Chief Executive Officer & Chief Investment Officer at Beacon Harbor Wealth Advisors, Inc. He advises individuals, families, corporations, foundations, and endowments on financial planning and investment strategies.
He is also responsible for research, due diligence, portfolio construction, execution, ongoing management of investment strategies and chairs Beacon Harbor Wealth Advisors’ Investment Committee.
Prior to starting the firm in December 2018, Mr. Ingram was with Merrill Lynch for seven years.
Before that, he joined the MacDonald & Ingram Wealth Management Group of Wells Fargo Advisors in 2007, where he served as Managing Director – Investments and Private Investment Management Portfolio Manager.
He earned his degree in Economics and Business from Virginia Military Institute and an MBA from Regent University.
He is also a member of the CFA Institute.
Postes actifs de Jeremy Wayne Ingram
| Sociétés | Poste | Début |
|---|---|---|
Beacon Harbor Wealth Advisors, Inc.
 Beacon Harbor Wealth Advisors, Inc. Investment ManagersFinance Beacon Harbor Wealth Advisors, Inc. (Beacon Harbor Wealth) is an independent registered wealth management firm headquartered in San Francisco, California. The firm was co-founded by Jeremy W. Ingram and George G. MacDonald in 2018. Beacon Harbor Wealth provides financial planning and portfolio management services to individuals, high net-worth individuals, pension and profiting-sharing plans, charitable organizations and corporations or other businesses. | Directeur Général | 01/12/2018 |
Formation de Jeremy Wayne Ingram
| Regent University | Masters Business Admin |
| Virginia Military Institute | Undergraduate Degree |
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Entreprise privées
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| Entreprise privées | 1 |
|---|---|
Beacon Harbor Wealth Advisors, Inc.
Beacon Harbor Wealth Advisors, Inc. Investment ManagersFinance Beacon Harbor Wealth Advisors, Inc. (Beacon Harbor Wealth) is an independent registered wealth management firm headquartered in San Francisco, California. The firm was co-founded by Jeremy W. Ingram and George G. MacDonald in 2018. Beacon Harbor Wealth provides financial planning and portfolio management services to individuals, high net-worth individuals, pension and profiting-sharing plans, charitable organizations and corporations or other businesses. | Finance |
