![Max M. McCain](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>)
Max M. McCain
Portfolio Manager-Aktien bei
Sonata Capital Group, Inc.
Profil
Mr. Max M.
McCain is a Director & Portfolio Manager at Sonata Capital Group, Inc. He has been with Sonata since our founding in 2000.
He currently works with clients as a Portfolio Manager, designing and implementing individualized wealth management strategies.
He has served Sonata previously as the Director of Marketing and Communications, and as an Account Manager.
He is a graduate of Washington State University.
Aktive Positionen von Max M. McCain
| Unternehmen | Position | Beginn |
|---|---|---|
Sonata Capital Group, Inc.
 Sonata Capital Group, Inc. Investment ManagersFinance Sonata’s investment approach begins with an understanding of their client’s specific needs, goals, and investment preferences. With this foundation, they focus on the four controllable factors that drive long-term investment results: (1) Strategic Asset Allocation, (2) Broad Diversification, (3) Researched Assets and Manager Selection, and (4) Disciplined Rebalancing. In most cases, portfolios consist of broadly diversified market investments in US and International Equities, Fixed Income, and Cash equivalents. | Portfolio Manager-Aktien | 01.01.2000 |
Ausbildung von Max M. McCain
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
42
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Sonata Capital Group, Inc.
Sonata Capital Group, Inc. Investment ManagersFinance Sonata’s investment approach begins with an understanding of their client’s specific needs, goals, and investment preferences. With this foundation, they focus on the four controllable factors that drive long-term investment results: (1) Strategic Asset Allocation, (2) Broad Diversification, (3) Researched Assets and Manager Selection, and (4) Disciplined Rebalancing. In most cases, portfolios consist of broadly diversified market investments in US and International Equities, Fixed Income, and Cash equivalents. | Finance |
Washington State University
 Washington State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
