Profil
Mr. Kevin M.
Ferguson is a Principal at Ferguson Shapiro LLC.
Mr. Ferguson was previously employed as a Principal by AXA Advisors LLC.
He also worked at Carlyle Wealth Management where he served as Senior Vice President and worked with the firm’s principal on day to day management of assets.
He is a graduate of the University of Georgia.
He holds the Certified Financial Planner designation through the Certified Planner Board of Standards and is an active member of the Georgia financial planning association.
Aktive Positionen von Kevin Michael Ferguson
| Unternehmen | Position | Beginn |
|---|---|---|
Ferguson Shapiro LLC
 Ferguson Shapiro LLC Investment ManagersFinance Ferguson Shapiro LLC is an independent, SEC-registered investment advisor headquartered in Decatur, Georgia. The firm was founded in 2018 as Shiloh Advisors LLC. Ferguson Shapiro provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates, trusts, and other US and international institutions. | Vorstandsvorsitzender | 01.01.2018 |
Ehemalige bekannte Positionen von Kevin Michael Ferguson
| Unternehmen | Position | Ende |
|---|---|---|
Equitable Advisors LLC
 Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Corporate Officer/Principal | 01.07.2018 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Herr
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Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Ferguson Shapiro LLC
Ferguson Shapiro LLC Investment ManagersFinance Ferguson Shapiro LLC is an independent, SEC-registered investment advisor headquartered in Decatur, Georgia. The firm was founded in 2018 as Shiloh Advisors LLC. Ferguson Shapiro provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates, trusts, and other US and international institutions. | Finance |
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Finance |
