Profil
Mr. Brent C.
McQuiston is a Managing Director & Partner at WealthTrust Arizona LLC.
He brings more than 28 years of experience in financial planning and investment strategies.
He delivers customized wealth management services to individuals and their families.
He also provides highly qualified guidance to business owners specializing in retirement plans and tax shelter strategies.
He is the chairman of WealthTrust Advisors' Equity Research Committee.
Mr. McQuiston was employed as a Senior Manager by Charles Schwab & Co., Inc.
He received his undergraduate degree from the University of Arizona.
Postes actifs de Brent Connor McQuiston
| Sociétés | Poste | Début |
|---|---|---|
WealthTrust Arizona LLC
WealthTrust Arizona LLC Investment ManagersFinance WealthTrust Arizona looks for low cost and high quality investments to build diversified portfolios that are customized to client’s goals and tolerance for risk. The firm uses both technology and real-world experience to help determine optimal investment allocations through their committee process. They adhere to principles in modern portfolio theory and advocate long-term investing. | Analyst-Equity | 01/11/2006 |
Anciens postes connus de Brent Connor McQuiston
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
Formation de Brent Connor McQuiston
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
University of Arizona
University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
WealthTrust Arizona LLC
WealthTrust Arizona LLC Investment ManagersFinance WealthTrust Arizona looks for low cost and high quality investments to build diversified portfolios that are customized to client’s goals and tolerance for risk. The firm uses both technology and real-world experience to help determine optimal investment allocations through their committee process. They adhere to principles in modern portfolio theory and advocate long-term investing. | Finance |
















