![Deron McCoy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Deron McCoy
Portfolio Manager-Aktien bei
Axxcess Wealth Management LLC
Profil
Mr. Deron T.
McCoy is a Chief Wealth Officer at Axxcess Wealth Management LLC.
Mr. McCoy was previously employed as a Chief Investment Officer by Signature Estate & Investment Advisors LLC.
He received his undergraduate degree from the University of California, Los Angeles.
Aktive Positionen von Deron McCoy
| Unternehmen | Position | Beginn |
|---|---|---|
Axxcess Wealth Management LLC
 Axxcess Wealth Management LLC Investment ManagersFinance AWM uses a multi-asset class, multi-disciplinary approach with the belief that no two clients are identical. Therefore, the firm does not manage client investment portfolios on the basis of a “one size fits all” model portfolio. They primarily use fundamental and technical analysis when evaluating investments. | Portfolio Manager-Aktien | 01.03.2025 |
Ehemalige bekannte Positionen von Deron McCoy
| Unternehmen | Position | Ende |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards. | Chief Investment Officer | 01.04.2024 |
Ausbildung von Deron McCoy
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
94
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards. | Finance |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Axxcess Wealth Management LLC
Axxcess Wealth Management LLC Investment ManagersFinance AWM uses a multi-asset class, multi-disciplinary approach with the belief that no two clients are identical. Therefore, the firm does not manage client investment portfolios on the basis of a “one size fits all” model portfolio. They primarily use fundamental and technical analysis when evaluating investments. | Finance |
