Con McDonald
Chief Executive Officer at Physicians Financial Services, Inc.
Con McDonald active positions
Companies | Position | Start | End |
---|---|---|---|
Physicians Financial Services, Inc.
Physicians Financial Services, Inc. Investment ManagersFinance Physicians Financial Services, Inc. (PFS) is an independent SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 1986 by Con T. McDonald to address the unique needs of the busy physician. PFS serves as a wealth manager and an investment adviser that specializes in money management for physicians as well as other individuals, high net worth individuals, pension and profit-sharing plans and trusts. | Chief Executive Officer | 1985-12-31 | - |
Compliance Officer | 1985-12-31 | - | |
Founder | 1985-12-31 | - | |
Portfolio Manager-Equities | 1985-12-31 | - | |
President | 1985-12-31 | - | |
The Wealth Group Ltd.
The Wealth Group Ltd. Investment ManagersFinance The Wealth Group Ltd. provides investment advice. The private company is based in Raleigh, NC. | Chief Executive Officer | 2010-05-31 | - |
Compliance Officer | 2010-05-31 | - | |
Founder | 2010-05-31 | - |
Career history of Con McDonald
Former positions of Con McDonald
Companies | Position | Start | End |
---|---|---|---|
CIC Advisers LLC
CIC Advisers LLC Investment ManagersFinance CIC Advisers LLC provided financial services. It offered a variety of financial services including: traditional investment brokerage, money management, investment banking, trust services, no-load mutual fund management, mortgage services, estate planning, insurance services, retirement plans and a community foundation. The company was founded in 1984 and headquartered in Raleigh, NC. | Corporate Officer/Principal | 1983-12-31 | - |
Capital Investment Counsel, Inc.
Capital Investment Counsel, Inc. Investment ManagersFinance Capital Investment Counsel, Inc. (Counsel) is a SEC-registered investment advisor and mutual fund manager headquartered in Raleigh, North Carolina. The firm was founded in 1984 by Richard Bryant and E.O. “Bobby” Edgerton, Jr. They are a subsidiary of R. Bryant Family Partners, Ltd. Counsel provides portfolio management services on a discretionary basis to individuals, high net-worth individuals, pension and profit-sharing plans, corporations, trusts, and estates. | Portfolio Manager-Equities | 1984-07-31 | - |
Training of Con McDonald
The University of North Carolina at Chapel Hill | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 2 |
Chief Executive Officer | 2 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Capital Investment Counsel, Inc.
Capital Investment Counsel, Inc. Investment ManagersFinance Capital Investment Counsel, Inc. (Counsel) is a SEC-registered investment advisor and mutual fund manager headquartered in Raleigh, North Carolina. The firm was founded in 1984 by Richard Bryant and E.O. “Bobby” Edgerton, Jr. They are a subsidiary of R. Bryant Family Partners, Ltd. Counsel provides portfolio management services on a discretionary basis to individuals, high net-worth individuals, pension and profit-sharing plans, corporations, trusts, and estates. | Finance |
CIC Advisers LLC
CIC Advisers LLC Investment ManagersFinance CIC Advisers LLC provided financial services. It offered a variety of financial services including: traditional investment brokerage, money management, investment banking, trust services, no-load mutual fund management, mortgage services, estate planning, insurance services, retirement plans and a community foundation. The company was founded in 1984 and headquartered in Raleigh, NC. | Finance |
Physicians Financial Services, Inc.
Physicians Financial Services, Inc. Investment ManagersFinance Physicians Financial Services, Inc. (PFS) is an independent SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 1986 by Con T. McDonald to address the unique needs of the busy physician. PFS serves as a wealth manager and an investment adviser that specializes in money management for physicians as well as other individuals, high net worth individuals, pension and profit-sharing plans and trusts. | Finance |
The Wealth Group Ltd.
The Wealth Group Ltd. Investment ManagersFinance The Wealth Group Ltd. provides investment advice. The private company is based in Raleigh, NC. | Finance |
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