Jim Maher

Vorstandsvorsitzender bei

Archford Capital Strategies LLC

60 Jahre

4 Beziehungen

Finance

Consumer Services

Commercial Services

Profil

Mr. James D.
Maher is a Chief Executive Officer & Founder at Archford Capital Strategies LLC.
Mr. Maher was previously employed at Edward Jones Trust Co. He also served on the board at United Way of Greater St. Louis.
He brought together an exceptional team of advisors with more than 35 advanced degrees, professional designations, accreditations and certifications.
Mr. Maher also worked to create a network of professionals to assist business owners with a wide range of solutions for business continuation or succession planning, including ESOPs, management buyouts, and third party sales.
He holds a bachelor’s degree and a law degree from the University of Missouri.
Mr. Maher has earned three of the highest certifications obtainable in the retirement-plan benefit area and is a Certified Exit Plan Advisor (CEPA).

Aktive Positionen von Jim Maher

Unternehmen	Position	Beginn
Archford Capital Strategies LLC Archford Capital Strategies LLC Investment ManagersFinance Archford primarily employs fundamental and technical analysis in developing investment strategies for its clients, while employing an asset allocation strategy loosely based on Modern Portfolio Theory (MPT). The firm works with each client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to develop an investment strategy. They primarily allocate client assets among various independent investment managers (Independent Managers), mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, real estate investment trusts (REITs), and options, as well as the securities components of variable annuities and variable life insurance contracts.	Vorstandsvorsitzender	01.03.2013

Alle aktiven Positionen von Jim Maher

Ehemalige bekannte Positionen von Jim Maher

Unternehmen	Position	Ende
Edward Jones Trust Co. Edward Jones Trust Co. Savings BanksFinance Operates as a federally chartered savings bank	Corporate Officer/Principal	-
United Way of Greater St. Louis United Way of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services Raises and allocates funds for charities	Direktor/Vorstandsmitglied	-

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Unternehmensverbindungen

Private Unternehmen	4
Edward Jones Trust Co. Edward Jones Trust Co. Savings BanksFinance Operates as a federally chartered savings bank	Finance
Archford Capital Strategies LLC Archford Capital Strategies LLC Investment ManagersFinance Archford primarily employs fundamental and technical analysis in developing investment strategies for its clients, while employing an asset allocation strategy loosely based on Modern Portfolio Theory (MPT). The firm works with each client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to develop an investment strategy. They primarily allocate client assets among various independent investment managers (Independent Managers), mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, real estate investment trusts (REITs), and options, as well as the securities components of variable annuities and variable life insurance contracts.	Finance
University of Missouri University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
United Way of Greater St. Louis United Way of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services Raises and allocates funds for charities	Commercial Services