Profiel
Mr. Zachary A.
Reynolds, CFA MBA, is a Founder & Chief Investment Officer at Full Sail Capital LLC.
His firm focus is overseeing all aspects of the investment process, from meeting with clients to understand their unique situation, to designing and implementing investment portfolios.
In 2008, Mr. Reynolds joined Heritage Trust Company where he worked until 2012 as a portfolio manager.
He joined Trust Company of Oklahoma in 2012, where he was promoted to Director of Investments for the Oklahoma City Region.
He also served on the board of directors for Trust Company of Oklahoma.
He earned his bachelor’s degree in Journalism from Oklahoma State University.
In 2008, he earned his MBA from Oklahoma City University’s Meinders School of Business.
He earned the Chartered Financial Analyst (CFA) designation in 2012 and is a member of the CFA Society of Oklahoma.
Actieve functies van Zac Reynolds
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Full Sail Capital LLC
Full Sail Capital LLC Investment ManagersFinance Full Sail Capital LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Oklahoma City, Oklahoma. The firm was founded by David Stanley, Scott Cravens and Zac Reynolds in 2018. Full Sail Capital offers investment advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations and business entities. | Oprichter | 01-01-2018 |
Eerdere bekende functies van Zac Reynolds
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The Trust Company of Oklahoma
The Trust Company of Oklahoma Investment ManagersFinance The Trust Company of Oklahoma (TCO) is an investment management firm headquartered in Tulsa, Oklahoma. The firm was founded in 1981 and is a subsidiary of American Trustcorp., Inc. TCO provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. | Director of Investments | 01-01-2018 |
Heritage Transfer Agency, Inc.
Heritage Transfer Agency, Inc. Financial ConglomeratesFinance Heritage Transfer Agency, Inc. is a transfer agency company. It provides investor and shareholder services. The company is headquartered in Toronto, Canada | Corporate Officer/Principal | - |
Opleiding van Zac Reynolds
Oklahoma City University | Masters Business Admin |
Oklahoma State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Vrouw
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Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
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The Trust Company of Oklahoma
The Trust Company of Oklahoma Investment ManagersFinance The Trust Company of Oklahoma (TCO) is an investment management firm headquartered in Tulsa, Oklahoma. The firm was founded in 1981 and is a subsidiary of American Trustcorp., Inc. TCO provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. | Finance |
Heritage Transfer Agency, Inc.
Heritage Transfer Agency, Inc. Financial ConglomeratesFinance Heritage Transfer Agency, Inc. is a transfer agency company. It provides investor and shareholder services. The company is headquartered in Toronto, Canada | Finance |
Full Sail Capital LLC
Full Sail Capital LLC Investment ManagersFinance Full Sail Capital LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Oklahoma City, Oklahoma. The firm was founded by David Stanley, Scott Cravens and Zac Reynolds in 2018. Full Sail Capital offers investment advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations and business entities. | Finance |