WebBruce Williams, CFA Partner & Portfolio Manager [email protected] (480) 609-4700 14646 North Kierland Boulevard Suite 135 Scottsdale AZ 85254 Bruce has more than 39 years of experience in banking and financial services. He began his career at the First National Bank & Trust Company of Oklahoma City, where he spent nine years. WebPhoenix CFA Society Jun 2016 - Present6 years 7 months Investment Advisor Representative Ironwood Investment Counsel, LLC Oct 2011 - Jan …
Tyler Schlumpf, CFA - Partner, Senior Portfolio Manager - LinkedIn
WebCraig J. McCrory, CFA Partner CHIEF INVESTMENT OFFICER. 480.295.7040 [email protected]. In his role as Chief Investment Officer, Craig leads our Investment … WebWe look forward to connecting with you virtually or at our Scottsdale office to see how best we can assist you with your investment portfolio and financial planning needs. Contact Information [email protected] (480) 428-5528 14350 N. 87th Street Suite 185 Scottsdale, AZ 85260 Meet the Scottsdale Financial Advisor Team Filter By Amanda Noxon lowes bixby okla
Bruce Williams, CFA - Ironwood Investment Counsel
WebHe is a CFA charter-holder, a member of the CFA Institute, the Phoenix CFA Society, the Central Arizona Estate Planning Council and a past member of the Los Angeles CFA and Kansas City CFA Societies. John is also a Board Member and past Treasurer of Rosie’s House, a music academy for children, a past member of the Men’s Art Council, a ... WebPhoenix Financial Training was founded in 2006 by David Thomasson (ex-regional head of one of the largest UK training providers). We have achieved great success in the Middle … WebKaplan Schweser continues to offer an unmatched level of support to the global CFA ® Society community by offering societies revenue-generating opportunities, providing investment professionals the guidance needed to succeed the challenging CFA journey, and supporting members through career development and continuing education. lowes bit sets