Joshua Daniel Mungavin
Portfolio Manager-Equities at Evensky & Katz LLC
Joshua Daniel Mungavin active positions
| Companies | Position | Start | End |
|---|---|---|---|
Evensky & Katz LLC
 Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Portfolio Manager-Equities | 2014-06-30 | - |
| Analyst-Equity | 2007-04-30 | 2014-06-30 |
Career history of Joshua Daniel Mungavin
Training of Joshua Daniel Mungavin
| Texas Tech University | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Finance |
