Profiel
Mr. Brian Doe is Wealth Advisor at Gratus Capital Management LLC.
He joined the firm in February 2009.
Mr. Doe was previously employed as Financial Advisor by Merrill Lynch & Co., Inc., a Principal by Mercer University, and a Principal by Andrew College.
He received his undergraduate degree from the University of Georgia in 1992 and an MBA from Mercer University in December 1998.
Eerdere bekende functies van Brian Doe
| Bedrijven | Functie | Einde |
|---|---|---|
Gratus Capital LLC
 Gratus Capital LLC Investment ManagersFinance Gratus Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Hank McLarty in 2006 as Gratus Capital Management LLC. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Gratus Capital provides investment management services on a discretionary and non-discretionary basis to individuals, families, high net worth individuals, retirement accounts, ERISA plans, charities, limited partnerships, and other businesses. They also serve as the investment manager of several private funds. | Portefeuillebeheerder-Aandelen | 01-10-2013 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31-01-2009 |
| Mercer University | Corporate Officer/Principal | 01-03-2000 |
| Andrew College | Corporate Officer/Principal | 01-03-1996 |
Opleiding van Brian Doe
| Mercer University | Masters Business Admin |
| University of Georgia | Undergraduate Degree |
Ervaring
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Gratus Capital LLC
Gratus Capital LLC Investment ManagersFinance Gratus Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Hank McLarty in 2006 as Gratus Capital Management LLC. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Gratus Capital provides investment management services on a discretionary and non-discretionary basis to individuals, families, high net worth individuals, retirement accounts, ERISA plans, charities, limited partnerships, and other businesses. They also serve as the investment manager of several private funds. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
