Career history of Megan Rindskopf
Former positions of Megan Rindskopf
| Companies | Position | Start | End |
|---|---|---|---|
The Daniel Financial Group LLC
 The Daniel Financial Group LLC Investment ManagersFinance Part of The Vistria Group LP, The Daniel Financial Group LLC is a company that provides investment advice. The company is based in Norcross, GA. The company was founded by Gregory Sloan. The Daniel Financial Group was acquired by The Mather Group LLC on December 17, 2019. | Corporate Officer/Principal | - | - |
First Personal Financial Services, Inc.
 First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Corporate Officer/Principal | 2011-05-31 | - |
Training of Megan Rindskopf
| University of Georgia | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Corporate Officer/Principal | 2 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Finance |
The Daniel Financial Group LLC
The Daniel Financial Group LLC Investment ManagersFinance Part of The Vistria Group LP, The Daniel Financial Group LLC is a company that provides investment advice. The company is based in Norcross, GA. The company was founded by Gregory Sloan. The Daniel Financial Group was acquired by The Mather Group LLC on December 17, 2019. | Finance |
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- Megan Rindskopf
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