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Profil
Jonathan Tate McMullen worked as a Private Client Wealth Manager at Wisniewski Wealth Management LLC from 2012 to 2019.
He obtained an undergraduate degree from Southern Methodist University.
Anciens postes connus de Jonathan Tate McMullen
| Sociétés | Poste | Fin |
|---|---|---|
Wisniewski Wealth Management LLC
 Wisniewski Wealth Management LLC Investment ManagersFinance Wisniewski’s investment management philosophy is rooted in long-term investment strategies that incorporate the principles of Modern Portfolio Theory. The firm focuses on capturing asset classes globally at a low cost, investing in accordance to their client's goals and risk tolerance, and taking advantage of tax saving opportunities when presented. The mutual funds typically held in investment portfolios contain stock in more than 9,000 companies worldwide and bonds in more than 2,000 companies or governments worldwide. | Gestionnaire de Portefeuille-Actions | 01/10/2019 |
Formation de Jonathan Tate McMullen
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wisniewski Wealth Management LLC
Wisniewski Wealth Management LLC Investment ManagersFinance Wisniewski’s investment management philosophy is rooted in long-term investment strategies that incorporate the principles of Modern Portfolio Theory. The firm focuses on capturing asset classes globally at a low cost, investing in accordance to their client's goals and risk tolerance, and taking advantage of tax saving opportunities when presented. The mutual funds typically held in investment portfolios contain stock in more than 9,000 companies worldwide and bonds in more than 2,000 companies or governments worldwide. | Finance |
