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Jim Minich
Fondateur chez Minich MacGregor Wealth Management LLC
Profil
Mr. James F.
Minich is a RIA Principal & Portfolio Manager at Minich MacGregor Wealth Management LLC.
He has been working as a Financial Advisor since 1987.
He worked for one of the world’s largest Wall Street brokerage firms before becoming co-owner of Minich MacGregor Wealth Management in 2009.
He earned his Bachelors of Arts from Furman University and his Juris Doctorate from the University of San Diego’s School of Law.
Postes actifs de Jim Minich
Sociétés | Poste | Début |
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Minich MacGregor Wealth Management LLC
![]() Minich MacGregor Wealth Management LLC Investment ManagersFinance Minich MacGregor Wealth Management LLC (MMWM) is an independent, SEC-registered asset management firm headquartered in Saratoga Springs, New York. The firm was founded in 2009 by James Minich and Jason MacGregor. MMWM offers discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Fondateur | 01/01/2009 |
Formation de Jim Minich
Furman University | Undergraduate Degree |
University of San Diego School of Law | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 1 |
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Minich MacGregor Wealth Management LLC
![]() Minich MacGregor Wealth Management LLC Investment ManagersFinance Minich MacGregor Wealth Management LLC (MMWM) is an independent, SEC-registered asset management firm headquartered in Saratoga Springs, New York. The firm was founded in 2009 by James Minich and Jason MacGregor. MMWM offers discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |