Bill Brennan
Keine laufenden Positionen mehr
Profil
Mr. Bill Brennan, CPA, is a Managing Director of Wealth Management at Alexandria Capital LLC.
In 1994 Mr. Brennan founded the Capital Management Group, a personal fee-only wealth management firm.
In 2012 Capital Management Group merged with Botree Westmount to form Alexandria Capital.
Before forming Capital Management Group, Mr. Brennan was a partner with Ernst & Young.
Previous experiences have included serving as Vice President with Butcher & Singer (now Wheat First Securities) and as a Tax Manager with Arthur Andersen & Co. However, most of his career has been as the owner of a personal wealth management and financial advisory firm and publisher of Brennan Reports on Sophisticated Tax and Investment Planning, a monthly newsletter that was acquired by Ernst & Young and renamed the Ernst & Young Financial Planning Reporter.
Mr. Brennan earned a Bachelor of Science (cum laude) in Accounting and a Masters of Science in Tax.
Additionally he is a Certified Public Accountant, a Personal Financial Specialist, and a Certified Financial Planner.
Ehemalige bekannte Positionen von Bill Brennan
| Unternehmen | Position | Ende |
|---|---|---|
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
| Butcher & Singer, Inc. | Corporate Officer/Principal | - |
Alexandria Capital LLC
 Alexandria Capital LLC Investment ManagersFinance Alexandria Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Arlington, Virginia. The firm was founded in 1987 and is owned by Alexandria PHL Investments LLC and FIC Capital, Inc. Alexandria Capital offers investment management and private wealth advisory services to individuals and families, foundations and trusts, municipalities, businesses, and other financial stewards. | Portfolio Manager-Aktien | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Alexandria Capital LLC
Alexandria Capital LLC Investment ManagersFinance Alexandria Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Arlington, Virginia. The firm was founded in 1987 and is owned by Alexandria PHL Investments LLC and FIC Capital, Inc. Alexandria Capital offers investment management and private wealth advisory services to individuals and families, foundations and trusts, municipalities, businesses, and other financial stewards. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
| Butcher & Singer, Inc. | Finance |