Profiel
Mr. Brent C.
McQuiston is a Managing Director & Partner at WealthTrust Arizona LLC.
He brings more than 28 years of experience in financial planning and investment strategies.
He delivers customized wealth management services to individuals and their families.
He also provides highly qualified guidance to business owners specializing in retirement plans and tax shelter strategies.
He is the chairman of WealthTrust Advisors' Equity Research Committee.
Mr. McQuiston was employed as a Senior Manager by Charles Schwab & Co., Inc.
He received his undergraduate degree from the University of Arizona.
Actieve functies van Brent Connor McQuiston
| Bedrijven | Functie | Begin |
|---|---|---|
WealthTrust Arizona LLC
WealthTrust Arizona LLC Investment ManagersFinance WealthTrust Arizona looks for low cost and high quality investments to build diversified portfolios that are customized to client’s goals and tolerance for risk. The firm uses both technology and real-world experience to help determine optimal investment allocations through their committee process. They adhere to principles in modern portfolio theory and advocate long-term investing. | Analyst-Equity | 01-11-2006 |
Eerdere bekende functies van Brent Connor McQuiston
| Bedrijven | Functie | Einde |
|---|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
Opleiding van Brent Connor McQuiston
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
University of Arizona
University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
WealthTrust Arizona LLC
WealthTrust Arizona LLC Investment ManagersFinance WealthTrust Arizona looks for low cost and high quality investments to build diversified portfolios that are customized to client’s goals and tolerance for risk. The firm uses both technology and real-world experience to help determine optimal investment allocations through their committee process. They adhere to principles in modern portfolio theory and advocate long-term investing. | Finance |
















