![William H. McElroy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
William McElroy co-founded Guardian Capital, Inc. in 1992 where he serves as a senior portfolio manager and Equity specialist, as well as the firm's compliance officer.
Previously, Mr. McElroy was a Vice President at Dain Bosworth and also Vice President of the Sales Division while at Smith Barney, Harris Upham & Company.
He started his investment career as a retail stockbroker at Dean Witter & Co. in 1977.
William McElroy graduated from Washington State University in 1976 with a Bachelor of Arts degree in Communications with and emphasis on Business Marketing and Advertising.
Anciens postes connus de William H. McElroy
| Sociétés | Poste | Fin |
|---|---|---|
Guardian Capital, Inc. (US)
 Guardian Capital, Inc. (US) Investment ManagersFinance Following the tenets of clients' investment policy statements, GCI develops an asset allocation strategy. The next step in their portfolio management process is the actual selection of securities. Before including a specific security in their universe of investments, they make two separate judgments to fully understand its potential risk and reward. The first analysis is a fundamental one to determine if the security is a sound and solid investment. The second judgment involves a quantitative analysis to determine whether the security is priced appropriately. In constructing and maintaining bond portfolios, GCI is guided by clients' unique investment objectives, income needs, time horizon and risk/reward parameters. The firm seeks issues in the Government, corporate and municipal markets that have the desired quality, coupon level, term-to-maturity and important indenture provisions to suit clients' profiles. To reduce interest rate volatility and assure optimum rate of return across portfolios, bond maturities are staggered of laddered over consecutive years. GCI also offers an option income program. | Corporate Officer/Principal | 01/01/2006 |
Dain Bosworth, Inc.
 Dain Bosworth, Inc. Investment Banks/BrokersFinance Operates as security brokers and investment bankers | Corporate Officer/Principal | 01/01/1992 |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Dain Bosworth, Inc.
Dain Bosworth, Inc. Investment Banks/BrokersFinance Operates as security brokers and investment bankers | Finance |
Guardian Capital, Inc. (US)
Guardian Capital, Inc. (US) Investment ManagersFinance Following the tenets of clients' investment policy statements, GCI develops an asset allocation strategy. The next step in their portfolio management process is the actual selection of securities. Before including a specific security in their universe of investments, they make two separate judgments to fully understand its potential risk and reward. The first analysis is a fundamental one to determine if the security is a sound and solid investment. The second judgment involves a quantitative analysis to determine whether the security is priced appropriately. In constructing and maintaining bond portfolios, GCI is guided by clients' unique investment objectives, income needs, time horizon and risk/reward parameters. The firm seeks issues in the Government, corporate and municipal markets that have the desired quality, coupon level, term-to-maturity and important indenture provisions to suit clients' profiles. To reduce interest rate volatility and assure optimum rate of return across portfolios, bond maturities are staggered of laddered over consecutive years. GCI also offers an option income program. | Finance |
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