Profiel
Ms. Macora P.
Spann is a Director-Operations at Capital Directions Investment Advisors LLC since December 2004.
Ms. Spann has extensive experience in financial operations at Registered Investment Advisory firms.
Her past experience includes management responsibilities in the areas of trading, back-office management, client services, beta testing of new trading applications, and liaising between brokerage firms and an independent advisor.
Ms. Spann attended Kennesaw State University.
Eerdere bekende functies van Macora P. Spann
| Bedrijven | Functie | Einde |
|---|---|---|
Capital Directions LLC
 Capital Directions LLC Investment ManagersFinance Capital Directions LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. Founded in 1985, the firm was acquired in 2023 by Savant Wealth Management LLC, which is ultimately held by SCMI, Inc. provides financial planning, advisory services and investment management to individuals and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations. | Corporate Officer/Principal | 30-09-2011 |
Opleiding van Macora P. Spann
| Kennesaw State University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Capital Directions LLC
Capital Directions LLC Investment ManagersFinance Capital Directions LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. Founded in 1985, the firm was acquired in 2023 by Savant Wealth Management LLC, which is ultimately held by SCMI, Inc. provides financial planning, advisory services and investment management to individuals and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
