Profiel
Mr. Brian M.
Chastain is a Chief Investment Officer & Founding Partner at Cfo4life Group LLC and a Chief Investment Officer & Founding Partner at MSJC LP.
He leads the firm's investment committee, helping develop their long-term vision, policy and strategy.
With over 20 years of experience in the financial services industry.
He has as focused his career on helping clients identify and build their dreams through sound financial wealth management.
He is also actively engaged with the construction of individual plans, estate considerations and the tax implications for each strategy.
By consistently providing judicious, effective and objective advice, he has earned the confidence, trust and respect of the firm.
He received his undergraduate degree from Abilene Christian University and an MBA from the University of North Texas.
Actieve functies van Brian Metford Chastain
| Bedrijven | Functie | Begin |
|---|---|---|
MSJC LP
 MSJC LP Investment ManagersFinance MSJC LP is a wealth management firm headquartered in Coppell, Texas. The firm was founded by Levi G. McMellian and Brian M. Chastain in 2006 and is owned by CFO4LifeTX LLC. MSJC offers comprehensive financial planning and wealth management services to wealthy individuals and families. | Oprichter | 01-01-2006 |
Cfo4life Group LLC
 Cfo4life Group LLC Investment ManagersFinance Cfo4life Group LLC (Cfo4life) is a SEC-registered investment advisor headquartered in Coppell, Texas. The firm was founded Levi McMellian and Brian Chastain in 2006. They are wholly-owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Cfo4life provides advisory services to affluent individuals and business executives, trusts, estates, charitable organizations, retirement plans, corporations and other businesses. | Oprichter | 01-01-2006 |
Opleiding van Brian Metford Chastain
| Abilene Christian University | Undergraduate Degree |
| University of North Texas | Masters Business Admin |
Ervaring
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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MSJC LP
MSJC LP Investment ManagersFinance MSJC LP is a wealth management firm headquartered in Coppell, Texas. The firm was founded by Levi G. McMellian and Brian M. Chastain in 2006 and is owned by CFO4LifeTX LLC. MSJC offers comprehensive financial planning and wealth management services to wealthy individuals and families. | Finance |
Cfo4life Group LLC
Cfo4life Group LLC Investment ManagersFinance Cfo4life Group LLC (Cfo4life) is a SEC-registered investment advisor headquartered in Coppell, Texas. The firm was founded Levi McMellian and Brian Chastain in 2006. They are wholly-owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Cfo4life provides advisory services to affluent individuals and business executives, trusts, estates, charitable organizations, retirement plans, corporations and other businesses. | Finance |
