Jim McGinty

Analyst-Equity bei Doyle Wealth Management LLC

Finance

Consumer Services

Profil

Mr. James J.
McGinty is a Senior Wealth Manager at Doyle Wealth Management, Inc. He has over 25 years of experience in the financial services industry.
He practiced as a C.P.A.
in the Tampa market with Arthur Andersen & Co. Prior to joining Doyle Wealth management, he served clients with the Private Bank of Wells Fargo as well as PNC Bank’s Wealth Management Division.
He earned a B.A.
in Accounting from the University of South Florida.

Aktive Positionen von Jim McGinty

Unternehmen	Position	Beginn
Doyle Wealth Management LLC Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations.	Analyst-Equity	01.12.2016

Alle aktiven Positionen von Jim McGinty

Ausbildung von Jim McGinty

University of South Florida

Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Private Unternehmen

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Unternehmensverbindungen

Private Unternehmen	1
Doyle Wealth Management LLC Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations.	Finance