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Brad McMillan
Director de Inversiones en Commonwealth Equity Services LLC .
Perfil
Mr. William B.
McMillan is a Chief Investment Officer at Commonwealth Equity Services, Inc. He started at the firm in November 2006, heading the alternative investments group.
Since then, he has risen through the Investment Research ranks, to director of research and then chief investment officer.
He oversees Commonwealth's investment and asset management groups, chairing the investment committee and acting as the primary spokesperson for the firm's investment divisions.
He also acts as a key consultant for advisors and clients when markets get difficult.
Mr. McMillan was employed as a Vice President by Washington Mutual Bank and an Appraiser by American Appraisal Associates, Inc.
He has a Bachelor's degree in English from Dartmouth College, a MS in real estate development from MIT, and MS in finance from Boston College.
Cargos activos de Brad McMillan
Empresas | Cargo | Inicio |
---|---|---|
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Director de Inversiones | 01/11/2006 |
Antiguos cargos conocidos de Brad McMillan.
Empresas | Cargo | Fin |
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Washington Mutual Bank
![]() Washington Mutual Bank Savings BanksFinance Washington Mutual Bank FA provides saving and banking services. It also offers home loans, commercial banking, retail banking & financial and card services. The company was founded in 1889 and is headquartered in Seattle, WA | Corporate Officer/Principal | 01/11/2006 |
American Appraisal Associates, Inc.
![]() American Appraisal Associates, Inc. Miscellaneous Commercial ServicesCommercial Services American Appraisal Associates, Inc. provided valuation consulting services. The company was headquartered in Milwaukee, WI. | Corporate Officer/Principal | - |
Formación de Brad McMillan.
Dartmouth College | Undergraduate Degree |
Massachusetts Institute of Technology | Graduate Degree |
Wallace E Carroll School of Management | Graduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 3 |
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American Appraisal Associates, Inc.
![]() American Appraisal Associates, Inc. Miscellaneous Commercial ServicesCommercial Services American Appraisal Associates, Inc. provided valuation consulting services. The company was headquartered in Milwaukee, WI. | Commercial Services |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Finance |
Washington Mutual Bank
![]() Washington Mutual Bank Savings BanksFinance Washington Mutual Bank FA provides saving and banking services. It also offers home loans, commercial banking, retail banking & financial and card services. The company was founded in 1889 and is headquartered in Seattle, WA | Finance |
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