Profiel
A partner in the firm, Mr. McGee serves as chief operating officer, with responsibilities encompassing administration, finance, and compliance.
Additionally, he is the relationship manager for several clients.
He began his investment career in 1975 at Merrill Lynch, where he acquired extensive strategic planning and management experience, covering a broad range of operating areas within investment management firms.
Subsequently, he was appointed director of marketing at Riggs Bank in Washington, D.C., with responsibility for administration and new product development.
Prior to joining Systematic, Mr. McGee was affiliated with Pacific Capital Asset Management as president and managing director, responsible for creating and implementing an investment management subsidiary for their parent company, the Bank of Hawaii.
His responsibilities at Pacific Capital expanded to include all areas of management, including finance, compliance, administration, and marketing.
Mr. McGee received an M.B.A.
from George Washington University, and graduated Magna Cum Laude from Penn State University with a B.A.
in business management.
Eerdere bekende functies van Frank McGee
Bedrijven | Functie | Einde |
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Systematic Financial Management LP
Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Operationeel Directeur | 01-01-2006 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 19-06-2005 |
Riggs Bank, NA
Riggs Bank, NA Major BanksFinance Riggs Investment Advisors, Inc. manages assets for endowments, government pension plans, corporate retirement plans, cultural institutions and presidential libraries and high net worth individuals. Located in Washington, DC, the firm is a subsidiary of Riggs National Corp. (NASDAQ: RIGS) | Corporate Officer/Principal | 19-06-2005 |
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Bedrijven in privébezit | 3 |
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Systematic Financial Management LP
Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Riggs Bank, NA
Riggs Bank, NA Major BanksFinance Riggs Investment Advisors, Inc. manages assets for endowments, government pension plans, corporate retirement plans, cultural institutions and presidential libraries and high net worth individuals. Located in Washington, DC, the firm is a subsidiary of Riggs National Corp. (NASDAQ: RIGS) | Finance |