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Ty Phillippi
Estratega de mercado en McKinley Carter Wealth Services, Inc. .
Cargos activos de Ty Phillippi
Empresas | Cargo | Inicio | Fin |
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McKinley Carter Wealth Services, Inc.
![]() McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Estratega de mercado | 01/09/2020 | - |
Historial de carrera de Ty Phillippi
Antiguos cargos conocidos de Ty Phillippi.
Empresas | Cargo | Inicio | Fin |
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LifePlan Financial Group, Inc.
![]() LifePlan Financial Group, Inc. Investment ManagersFinance LifePlan Financial Group, Inc. is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 1989 by Dana Lee Hypes. They provide advisory services on a discretionary or non-discretionary basis to individuals and high net-worth individuals, pension and profit sharing plans (other than plan participants), and corporations or other businesses. | Oficial de Cumplimiento | 01/01/1994 | 01/09/2020 |
Gestor de Cartera-Acciones | 01/01/1994 | 01/09/2020 | |
Presidente | 01/01/1994 | 01/09/2020 | |
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - | - |
Formación de Ty Phillippi.
Wright State University (Ohio) | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Compliance Officer | 1 |
Portfolio Manager-Equities | 1 |
President | 1 |
Sectorial
Finance | 3 |
Consumer Services | 2 |
Commercial Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 3 |
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LifePlan Financial Group, Inc.
![]() LifePlan Financial Group, Inc. Investment ManagersFinance LifePlan Financial Group, Inc. is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 1989 by Dana Lee Hypes. They provide advisory services on a discretionary or non-discretionary basis to individuals and high net-worth individuals, pension and profit sharing plans (other than plan participants), and corporations or other businesses. | Finance |
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
McKinley Carter Wealth Services, Inc.
![]() McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Finance |
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