Profiel
Mr. Daniel H.
McElwee is a Partner & Chief Operating Officer at NVWM LLC.
He is advising individuals and families, Dan acts as the lead advisor for many of VWM’s relationships with business and institutional clients including corporate retirement plans (401(k), 403(b), defined benefit, etc.), reserve accounts, and endowments.
Mr. McElwee actively reviews, manages, and advises the firm’s clients on a wide range of financial topics.
He enjoys finding ways to distill the complexities of the financial world into understandable concepts.
He is a graduate of The College of New Jersey and earned his MBA from the Kenan-Flagler Business School at the University of North Carolina Chapel Hill.
Actieve functies van Dan McElwee
| Bedrijven | Functie | Begin |
|---|---|---|
NVWM LLC
 NVWM LLC Investment ManagersFinance NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k). | Corporate Officer/Principal | - |
Opleiding van Dan McElwee
| The College of New Jersey | Undergraduate Degree |
| Kenan-Flagler Business School | Masters Business Admin |
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 | 1 |
|---|---|
NVWM LLC
NVWM LLC Investment ManagersFinance NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k). | Finance |
