Carter Jordan McMillan
Gründer bei McMillan Capital Management LLC
Profil
Mr. Carter J.
McMillan, CFA MBA, is a Managing Member & Chief Compliance Officer at McMillan Capital Management LLC.
He has over 20 years of investment experience.
Prior to launching the firm, Mr. McMillan worked as a Vice President and Portfolio Manager in the Dallas Investment Management office of Brown Brothers Harriman (BBH); as a Senior Portfolio Manager in the Private Client group of J.P.
Morgan; and as an Associate with Credit Suisse First Boston (formerly Donaldson, Lufkin & Jenrette).
He received his BSBA in Finance from the University of Arkansas System and an MBA from Southern Methodist University.
He is a CFA Charterholder whose professional memberships include CFA Society of Dallas-Fort Wallace and the CFA Institute.
Aktive Positionen von Carter Jordan McMillan
Unternehmen | Position | Beginn |
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McMillan Capital Management LLC
McMillan Capital Management LLC Investment ManagersFinance McMillan Capital Management LLC (MCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Carter and Elizabeth McMillan in 2007. MCM serves the investment management needs of individuals, high net worth individuals, trusts, family entities and charitable organizations. | Gründer | 01.01.2007 |
Ausbildung von Carter Jordan McMillan
Southern Methodist University | Masters Business Admin |
University of Arkansas System | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Unternehmensverbindungen
Private Unternehmen | 1 |
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McMillan Capital Management LLC
McMillan Capital Management LLC Investment ManagersFinance McMillan Capital Management LLC (MCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Carter and Elizabeth McMillan in 2007. MCM serves the investment management needs of individuals, high net worth individuals, trusts, family entities and charitable organizations. | Finance |