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.
Ehemalige bekannte Positionen von Judy A. McCorkle
Unternehmen | Position | Ende |
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Financial & Investment Management Group Ltd.
Financial & Investment Management Group Ltd. Investment ManagersFinance Founded in 1984, Financial & Investment Management Group Ltd. is a registered investment advisor located in Traverse City, Michigan. The firm is wholly-owned by the Paul H. Sutherland Revocable Trust, of which Paul Sutherland is the Trustee. They make advisory services available to a wide variety of clients including individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Analyst-Equity | 31.12.2008 |
Bishop Street Capital Management Corp.
Bishop Street Capital Management Corp. Investment ManagersFinance Bishop Street Capital Management Corp. (BSCM) is a SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm is a subsidiary of First Hawaiian Bank, ultimately held by First Hawaiian, Inc. (NASDAQ: FHB). BSCM serves as an investment advisor for separate accounts and the Bishop Street Funds. | Corporate Officer/Principal | 31.12.1995 |
Ausbildung von Judy A. McCorkle
Oklahoma State University | Undergraduate Degree |
Erfahrungen
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Private Unternehmen | 2 |
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Financial & Investment Management Group Ltd.
Financial & Investment Management Group Ltd. Investment ManagersFinance Founded in 1984, Financial & Investment Management Group Ltd. is a registered investment advisor located in Traverse City, Michigan. The firm is wholly-owned by the Paul H. Sutherland Revocable Trust, of which Paul Sutherland is the Trustee. They make advisory services available to a wide variety of clients including individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
Bishop Street Capital Management Corp.
Bishop Street Capital Management Corp. Investment ManagersFinance Bishop Street Capital Management Corp. (BSCM) is a SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm is a subsidiary of First Hawaiian Bank, ultimately held by First Hawaiian, Inc. (NASDAQ: FHB). BSCM serves as an investment advisor for separate accounts and the Bishop Street Funds. | Finance |