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John Gerard McHugh
Vorstandsvorsitzender bei WealthTrust Asset Management LLC
Profil
Mr. John G.
McHugh is a President & Chief Investment Officer at WealthTrust Asset Management LLC.
As the President and Chief Investment Officer of WealthTrust Asset Management, Mr. McHugh manages investment portfolios on a discretionary basis for the clients of Advisors who are seeking professional portfolio management services.
He and his team have developed the WealthTrust DBS Portfolios using a quantitative approach to investing.
With more than 25 years of experience in helping investors and 20 years in private portfolio management, he utilizes his extensive knowledge in constructing portfolios with asset allocations for all levels of risk tolerance.
His management of these portfolios, and in particular his selection of equities for these portfolios have offered his investors a disciplined approach to investing with proven results.
Mr. McHugh accepted a job with Monsanto Company in St. Louis and eventually rose to his final position of Director of Financial Reporting.
He remained with Monsanto Company until 1988, when he accepted the position of financial advisor with Merrill Lynch’s Private Client Group.
In 1994, he joined Oppenheimer, Inc. in St. Louis.
Mr. McHugh’s management of client portfolios on a discretionary basis began at Oppenheimer, Inc. through their Omega Portfolio Management Program.
In 2000, he moved his financial advisory practice to Prudential Securities, a predecessor firm of Wells Fargo Advisors.
Upon leaving Wells Fargo Advisors, John transitioned his investment management practice to his own Registered Investment Advisory (RIA) company, WealthTrust Asset Management, LLC.
Mr. McHugh is a graduate of B.S.
in business from the University of Missouri in Columbia with an emphasis in accounting and finance in 1973.
Aktive Positionen von John Gerard McHugh
Unternehmen | Position | Beginn |
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WealthTrust Asset Management LLC
![]() WealthTrust Asset Management LLC Investment ManagersFinance WealthTrust Asset Management LLC (WTAM) is an independent registered investment adviser headquartered in Destin, Florida. It was founded by John G. McHugh in 2014. The firm also does business under the following names: TAMP Advisory Solutions, Duncan McHugh Investments, and 925 Advisory. WTAM offers advisory, financial planning, retirement and asset management services directly to individuals, families, businesses, trusts, estates, and profit-sharing plans. Asset management as well as trading and back-office services are offered to other investment advisers. | Vorstandsvorsitzender | - |
Ausbildung von John Gerard McHugh
Missouri University of Science & Technology | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Private Unternehmen
Beziehungen
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Unternehmensverbindungen
Private Unternehmen | 1 |
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WealthTrust Asset Management LLC
![]() WealthTrust Asset Management LLC Investment ManagersFinance WealthTrust Asset Management LLC (WTAM) is an independent registered investment adviser headquartered in Destin, Florida. It was founded by John G. McHugh in 2014. The firm also does business under the following names: TAMP Advisory Solutions, Duncan McHugh Investments, and 925 Advisory. WTAM offers advisory, financial planning, retirement and asset management services directly to individuals, families, businesses, trusts, estates, and profit-sharing plans. Asset management as well as trading and back-office services are offered to other investment advisers. | Finance |