Bill McVay Email & Phone Number
Independent Trustee @ AdvisorShares
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Bill McVay Location
- Atlanta, GA, US
Bill McVay Work
- Independent Trustee @ (March 2011 - Present)
- Principal @ Red Tortoise LLC (May 2017 - July 2026)
- Managing Partner @ (January 2007 - May 2017)
- Vice-President @ Zephyr Associates, Inc. (January 2001 - January 2005)
- First Vice-President @ (January 1988 - January 2000)
Bill McVay Education
- southeast missouri state university
BME (Music Education)
1972-1976
Bill McVay Skills
- Investment Advisory Services
- Investment Strategies
- Pension Funds
- Asset Managment
- Quantitative Analytics
- Alternative Investments
- Investment Advisory
- Asset Allocation
- Financial Advisory
- 401k
- Strategic Planning
- Wealth Management
- Financial Services
- Separately Managed Accounts
- Family Office
- Financial Markets
- Hedge Funds
- Mutual Funds
- Board of Director experience
- Employee Benefits
- Analytics
- Zephyr Style Advisor
- CLU
- Certified Financial Planner
- Registered Investment Advisor
- 403 b
- Modern Portfolio Theory
- Endowments
- Institutional Investments
- ETFs
- Asset Management
- Investment Management
- Investments
- High Net Worth Individuals
- Portfolio Management
- Series 7
- Retail
- Sales
- Advisory
- Zephyr
- Software
- Mason
- Microsoft Office
- Change Management
- Management
- Financial Software
- Marketing
Bill McVay Summary
- Bill McVay, based in Atlanta, GA, US, is currently a Independent Trustee at AdvisorShares. Bill McVay brings experience from previous roles at Red Tortoise LLC, RDK Strategies, Zephyr Associates, Inc. and Legg Mason. Bill McVay holds a 1972 - 1976 BME in Music Education @ southeast missouri state university. With a robust skill set that includes Investment Advisory Services, Investment Strategies, Pension Funds, Asset Managment, Quantitative Analytics and more. Bill McVay has 1 emails on RocketReach.
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