Matthew McPhail
Director de Inversiones en Sentinel Pension Advisors, Inc. .
Perfil
Matthew Howard McPhail is the founder of Take Command Insurance Agency, Inc. founded in 2014.
He is currently the Head of Investment Strategy at Sentinel Pension Advisors, Inc. since 2004.
He previously worked as a Portfolio Manager at Cabot Wealth Management, Inc. from 2003 to 2005 and at Loring, Wolcott & Coolidge Fiduciary Advisors LLP from 1986 to 1990.
Mr. McPhail received his undergraduate degree from Krannert School of Management in 1992.
Cargos activos de Matthew McPhail
Empresas | Cargo | Inicio |
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Sentinel Pension Advisors, Inc.
Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program. | Director de Inversiones | 01/01/2004 |
Antiguos cargos conocidos de Matthew McPhail.
Empresas | Cargo | Fin |
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Cabot Wealth Management, Inc.
Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Analyst-Equity | 03/01/2005 |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Analyst-Equity | 01/01/1990 |
Take Command Insurance Agency, Inc.
Take Command Insurance Agency, Inc. Life/Health InsuranceFinance Take Command Insurance Agency LLC engages in providing health insurance services. The company was founded by Jack Hooper and Matthew H. Mcphail in 2014 and is headquartered in Dallas, TX. | Fundador | - |
Formación de Matthew McPhail.
Krannert School of Management | Undergraduate Degree |
Experiencias
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Empresas relacionadas
Empresas privadas | 4 |
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Cabot Wealth Management, Inc.
Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Finance |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Finance |
Sentinel Pension Advisors, Inc.
Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program. | Finance |
Take Command Insurance Agency, Inc.
Take Command Insurance Agency, Inc. Life/Health InsuranceFinance Take Command Insurance Agency LLC engages in providing health insurance services. The company was founded by Jack Hooper and Matthew H. Mcphail in 2014 and is headquartered in Dallas, TX. | Finance |
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