Profil
Mr. Zachary A.
Reynolds, CFA MBA, is a Founder & Chief Investment Officer at Full Sail Capital LLC.
His firm focus is overseeing all aspects of the investment process, from meeting with clients to understand their unique situation, to designing and implementing investment portfolios.
In 2008, Mr. Reynolds joined Heritage Trust Company where he worked until 2012 as a portfolio manager.
He joined Trust Company of Oklahoma in 2012, where he was promoted to Director of Investments for the Oklahoma City Region.
He also served on the board of directors for Trust Company of Oklahoma.
He earned his bachelor’s degree in Journalism from Oklahoma State University.
In 2008, he earned his MBA from Oklahoma City University’s Meinders School of Business.
He earned the Chartered Financial Analyst (CFA) designation in 2012 and is a member of the CFA Society of Oklahoma.
Postes actifs de Zac Reynolds
| Sociétés | Poste | Début |
|---|---|---|
Full Sail Capital LLC
 Full Sail Capital LLC Investment ManagersFinance Full Sail Capital LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Oklahoma City, Oklahoma. The firm was founded by David Stanley, Scott Cravens and Zac Reynolds in 2018. Full Sail Capital offers investment advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations and business entities. | Fondateur | 01/01/2018 |
Anciens postes connus de Zac Reynolds
| Sociétés | Poste | Fin |
|---|---|---|
The Trust Company of Oklahoma
 The Trust Company of Oklahoma Investment ManagersFinance The Trust Company of Oklahoma (TCO) is an investment management firm headquartered in Tulsa, Oklahoma. The firm was founded in 1981 and is a subsidiary of American Trustcorp., Inc. TCO provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. | Director of Investments | 01/01/2018 |
Heritage Transfer Agency, Inc.
 Heritage Transfer Agency, Inc. Financial ConglomeratesFinance Heritage Transfer Agency, Inc. is a transfer agency company. It provides investor and shareholder services. The company is headquartered in Toronto, Canada | Corporate Officer/Principal | - |
Formation de Zac Reynolds
| Oklahoma City University | Masters Business Admin |
| Oklahoma State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Trust Company of Oklahoma
The Trust Company of Oklahoma Investment ManagersFinance The Trust Company of Oklahoma (TCO) is an investment management firm headquartered in Tulsa, Oklahoma. The firm was founded in 1981 and is a subsidiary of American Trustcorp., Inc. TCO provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. | Finance |
Heritage Transfer Agency, Inc.
Heritage Transfer Agency, Inc. Financial ConglomeratesFinance Heritage Transfer Agency, Inc. is a transfer agency company. It provides investor and shareholder services. The company is headquartered in Toronto, Canada | Finance |
Full Sail Capital LLC
Full Sail Capital LLC Investment ManagersFinance Full Sail Capital LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Oklahoma City, Oklahoma. The firm was founded by David Stanley, Scott Cravens and Zac Reynolds in 2018. Full Sail Capital offers investment advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations and business entities. | Finance |
