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Patrick McClain
Fondateur chez
Allworth Financial LP
Profil
Mr. Patrick C.
McClain is a Co-Founder & Senior Partner at Allworth Financial LP and a Senior Partner at Allworth Financial Group LP.
Mr. McClain was previously employed as a Co-Founder by Hanson McClain Strategic Advisors, Inc. and a Founded by Liberty Reverse Mortgage, Inc. He also served on the board at CREtelligent, Inc.
He received his undergraduate degree from California State University-Sacramento.
Postes actifs de Patrick McClain
| Sociétés | Poste | Début |
|---|---|---|
Allworth Financial LP
 Allworth Financial LP Investment ManagersFinance Allworth Financial employs a strategic asset allocation approach to investment management. Their investment strategies are designed to deliver a customized mix of mutual funds, ETFs and other investment products to match both the risk tolerance and performance goals of the clients. | Fondateur | 01/01/1993 |
Allworth Financial Group LP
 Allworth Financial Group LP Investment ManagersFinance Provides wealth management, financial, tax, estate planning and insurance services | Fondateur | 01/01/1993 |
Anciens postes connus de Patrick McClain
| Sociétés | Poste | Fin |
|---|---|---|
Hanson McClain Strategic Advisors, Inc.
 Hanson McClain Strategic Advisors, Inc. Investment ManagersFinance Hanson McClain Strategic Advisors' (HMSA) structured investment process focuses on both macro-economic factors and internal active manager research. The firm's Conservative Portfolio is designed for investors seeking to position the portfolio with an income-first objective as well as a conservative growth objective. Reducing risk is a higher priority than growth potential. This portfolio is consistent with investors with a time horizon longer than three years. The Hanson McClain Strategic Advisors Moderate Conservative Portfolio is designed for investors seeking to position the portfolio more conservatively for income while maintaining a longer-term moderate growth component. This portfolio is consistent with investors with a time horizon longer than four years. The Hanson McClain Strategic Advisors Balanced Portfolio is designed for investors seeking to balance longer-term growth and income needs. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Growth and Income Portfolio is designed for investors seeking longer-term growth, with a reduced level of volatility. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Growth Portfolio is designed for investors seeking longer-term growth, but are willing to assume a higher level of risk with lower volatility than a traditional buy and hold growth-oriented portfolio. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Aggressive Growth Portfolio is designed for investors who are willing to assume a higher level of risk in exchange for the potential of greater long-term returns. This portfolio is consistent with investors with a time horizon longer than six years. | Fondateur | 13/11/2013 |
Liberty Reverse Mortgage, Inc.
 Liberty Reverse Mortgage, Inc. Finance/Rental/LeasingFinance Provides reverse mortgage lending services | Corporate Officer/Principal | 31/12/2007 |
CREtelligent, Inc.
 CREtelligent, Inc. Packaged SoftwareTechnology Services Provides end-to-end property information, decision analytics, and due diligence solutions for the commercial real estate ecosystem | Directeur/Membre du Conseil | - |
Formation de Patrick McClain
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Allworth Financial Group LP
Allworth Financial Group LP Investment ManagersFinance Provides wealth management, financial, tax, estate planning and insurance services | Finance |
California State University-Sacramento
 California State University-Sacramento Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Liberty Reverse Mortgage, Inc.
Liberty Reverse Mortgage, Inc. Finance/Rental/LeasingFinance Provides reverse mortgage lending services | Finance |
Allworth Financial LP
Allworth Financial LP Investment ManagersFinance Allworth Financial employs a strategic asset allocation approach to investment management. Their investment strategies are designed to deliver a customized mix of mutual funds, ETFs and other investment products to match both the risk tolerance and performance goals of the clients. | Finance |
Hanson McClain Strategic Advisors, Inc.
Hanson McClain Strategic Advisors, Inc. Investment ManagersFinance Hanson McClain Strategic Advisors' (HMSA) structured investment process focuses on both macro-economic factors and internal active manager research. The firm's Conservative Portfolio is designed for investors seeking to position the portfolio with an income-first objective as well as a conservative growth objective. Reducing risk is a higher priority than growth potential. This portfolio is consistent with investors with a time horizon longer than three years. The Hanson McClain Strategic Advisors Moderate Conservative Portfolio is designed for investors seeking to position the portfolio more conservatively for income while maintaining a longer-term moderate growth component. This portfolio is consistent with investors with a time horizon longer than four years. The Hanson McClain Strategic Advisors Balanced Portfolio is designed for investors seeking to balance longer-term growth and income needs. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Growth and Income Portfolio is designed for investors seeking longer-term growth, with a reduced level of volatility. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Growth Portfolio is designed for investors seeking longer-term growth, but are willing to assume a higher level of risk with lower volatility than a traditional buy and hold growth-oriented portfolio. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Aggressive Growth Portfolio is designed for investors who are willing to assume a higher level of risk in exchange for the potential of greater long-term returns. This portfolio is consistent with investors with a time horizon longer than six years. | Finance |
CREtelligent, Inc.
CREtelligent, Inc. Packaged SoftwareTechnology Services Provides end-to-end property information, decision analytics, and due diligence solutions for the commercial real estate ecosystem | Technology Services |
