Michael Francis Bearer
Plus aucun poste en cours
Profil
Mr. Mikchael F.
Bearer, CPA, is Co-Founder & Managing Director at Aegis Wealth Management LLC.
Prior to forming Aegis in 2005, Mr. Bearer was a Partner and East Zone Director of Private Client Services (“PCS”) at Ernst & Young.
He has been a national lecturer in various education programs as well as a frequent speaker on topics involving financial planning, estate planning, charitable giving, investment planning, and asset allocation.
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Mr. Bearer holds the PFS designation from the American Institute of CPAs.
Anciens postes connus de Michael Francis Bearer
| Sociétés | Poste | Fin |
|---|---|---|
Aegis Wealth Management LLC
 Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth Management LLC (Aegis Wealth) is an independent registered wealth management firm headquartered in Bethesda, Maryland. The firm was founded by four founding partners in 2005. Aegis Wealth provides advisory services to individuals, high net-worth individuals, charitable organizations and corporations or other businesses. | Fondateur | 01/02/2015 |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | 31/12/2004 |
Formation de Michael Francis Bearer
| Oklahoma City University | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
Aegis Wealth Management LLC
Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth Management LLC (Aegis Wealth) is an independent registered wealth management firm headquartered in Bethesda, Maryland. The firm was founded by four founding partners in 2005. Aegis Wealth provides advisory services to individuals, high net-worth individuals, charitable organizations and corporations or other businesses. | Finance |
