Profil
John Matthew McMillen worked as a Principal at Wachovia Bank NA and First Virginia Bank.
He was also an Investment Consultant at Charles Schwab & Co., Inc. In 2005, he became the Chief Investment Officer at Capital Directions LLC, where he worked until 2023.
McMillen received his undergraduate degree and MBA from the University of New Orleans in 1999.
Anciens postes connus de John McMillen
| Sociétés | Poste | Fin |
|---|---|---|
Capital Directions LLC
 Capital Directions LLC Investment ManagersFinance Capital Directions LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. Founded in 1985, the firm was acquired in 2023 by Savant Wealth Management LLC, which is ultimately held by SCMI, Inc. provides financial planning, advisory services and investment management to individuals and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations. | Directeur en chef des Investissements | 01/02/2023 |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | 31/01/2005 |
First Virginia Bank (Falls Church)
 First Virginia Bank (Falls Church) Regional BanksFinance In 2003, First Virginia Bank, located in Falls Church, Virginia, merged with Branch Banking & Trust Company (BB&T). | Corporate Officer/Principal | - |
| Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | - |
Formation de John McMillen
| University of New Orleans | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
| Wachovia Bank NA (Charlotte, North Carolina) | Finance |
Capital Directions LLC
Capital Directions LLC Investment ManagersFinance Capital Directions LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. Founded in 1985, the firm was acquired in 2023 by Savant Wealth Management LLC, which is ultimately held by SCMI, Inc. provides financial planning, advisory services and investment management to individuals and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
First Virginia Bank (Falls Church)
First Virginia Bank (Falls Church) Regional BanksFinance In 2003, First Virginia Bank, located in Falls Church, Virginia, merged with Branch Banking & Trust Company (BB&T). | Finance |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
