![Judy A. McCorkle](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>)
Profil
Ms. McCorkle has been actively involved in estate and financial planning, probate, trust administration, and investment management since 1980.
For 12 years, 1983 to 1995, she served as the Assistant Vice President of First Hawaiian Bank's Assets Management Division for the island of Maui.
Ms. McCorkle left that post to establish the Maui office of George D.
Kinder Financial Services.
In January 1996, she formed Judy McCorkle Estate and Financial Services, Inc. where she served as President until joining Financial & Investment Management Group in April 2002.
She is a Certified Financial Planner (CFP) and a Certified Trust & Financial Advisor (CTFA).
Ms. McCorkle has presented numerous financial and estate planning seminars and televised presentations, and created the seminar "Women, Wealth and Power." In November 2002 she co-chaired the West Region Conference for NAPFA.
Ms. McCorkle participated in the Peace Corps training program on the Big Island, and she served as a Peace Corps Volunteer in Ulithi Atoll of Yap district from 1971-1973.
In 1975 she managed a documentation center for the United Nations in Gabon, West Africa.
She holds a BS from Oklahoma State University and subsequently attended National Trust School at Northwestern University in Chicago, Illinois.
A resident of Maui since 1976, she is married to technology and recycling executive Tom Reed.
Ms. McCorkle now serves on the Montessori School Board, the TRI ISLE SAC (a county health agency appointed by the governor), and Ebb and Flow (an arts board).
She has served on the boards of numerous non-profit community and endowment agencies over the past 20 years.
Anciens postes connus de Judy A. McCorkle
| Sociétés | Poste | Fin |
|---|---|---|
Financial & Investment Management Group Ltd.
 Financial & Investment Management Group Ltd. Investment ManagersFinance Financial & Investment Management Group's (FIM Group) strategies are based on the premise that an investment's price is more volatile than its underlying, real fundamental value. The firm believes that returns, over time, can be increased and risks reduced by avoiding investments which are over-priced and favoring investments that are under-priced. Investment strategies may include long-term and short-term purchases depending on the client's individual needs. Asset allocation is a favored strategy and investments may include long and short-term investment, money market funds, mutual funds, stocks, bonds or other investment vehicles. FIM Group's employs an active, quantitative investment selection process. The firm believes that fixed income investments have a high degree of risk-adjusted quantifiable predictability. FIM Group seeks to identify and compare each income investment's expected return over time. Their goal is to add value by actively managing fixed income investments for total returns from interest, dividends and capital gains and by having such managed portfolios contain the firm's top risk-adjusted selections at all times. | Analyst-Equity | 31/12/2008 |
Bishop Street Capital Management Corp.
 Bishop Street Capital Management Corp. Investment ManagersFinance BSCM’s investment process seeks to identify growth trends and themes in the broader market and develop strategic sector and industry weightings relative to the S&P 500. They next turn to stock selection to identify the best-positioned companies in each industry and sector to which they are allocating assets. Finally, they filter and refine these active management decisions to seek excess return from growth through their foundation of risk control. BSCM tends to invest in the stocks of US mid- and large-cap companies in the finance, technology services, and health technology sectors. They maintain a very low turnover rate. | Corporate Officer/Principal | 31/12/1995 |
Formation de Judy A. McCorkle
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bishop Street Capital Management Corp.
Bishop Street Capital Management Corp. Investment ManagersFinance BSCM’s investment process seeks to identify growth trends and themes in the broader market and develop strategic sector and industry weightings relative to the S&P 500. They next turn to stock selection to identify the best-positioned companies in each industry and sector to which they are allocating assets. Finally, they filter and refine these active management decisions to seek excess return from growth through their foundation of risk control. BSCM tends to invest in the stocks of US mid- and large-cap companies in the finance, technology services, and health technology sectors. They maintain a very low turnover rate. | Finance |
Financial & Investment Management Group Ltd.
Financial & Investment Management Group Ltd. Investment ManagersFinance Financial & Investment Management Group's (FIM Group) strategies are based on the premise that an investment's price is more volatile than its underlying, real fundamental value. The firm believes that returns, over time, can be increased and risks reduced by avoiding investments which are over-priced and favoring investments that are under-priced. Investment strategies may include long-term and short-term purchases depending on the client's individual needs. Asset allocation is a favored strategy and investments may include long and short-term investment, money market funds, mutual funds, stocks, bonds or other investment vehicles. FIM Group's employs an active, quantitative investment selection process. The firm believes that fixed income investments have a high degree of risk-adjusted quantifiable predictability. FIM Group seeks to identify and compare each income investment's expected return over time. Their goal is to add value by actively managing fixed income investments for total returns from interest, dividends and capital gains and by having such managed portfolios contain the firm's top risk-adjusted selections at all times. | Finance |
Oklahoma State University
 Oklahoma State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
