Jeff McCain Email & Phone Number
Partner @ Chalk Cullum & Associates
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Jeff McCain Location
- Southlake, TX, US
Jeff McCain Work
- Partner @ (October 2006 - Present)
- Partner @ (November 2006 - February 2022)
- President @ McCain Industries, Inc (January 1989 - September 2006)
Jeff McCain Education
- TCU Neeley School of Business
Bachelor of Business Administration (BBA) (Finance, General)
1985-1988 - Texas Christian University
Jeff McCain Skills
- 401k
- Asset Allocation
- Asset Management
- Budgets
- Corporate Finance
- Defined Benefit
- Due Diligence
- ERISA
- Finance
- Financial Analysis
- Financial Planning
- High Net Worth Individuals
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mergers & Acquisitions
- Mutual Funds
- Pensions
- Portfolio Management
- Profit Sharing
- Qualified Retirement Plans
- Relationship Management
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Risk Management
- Series 63
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Wealth Management
Jeff McCain Summary
- Jeff McCain, based in Southlake, TX, US, is currently a Partner at Trinity Portfolio Advisors, LLC. Jeff McCain brings experience from previous roles at Trinity Portfolio Advisors, LLC and McCain Industries, Inc. Jeff McCain holds a 1985 - 1988 Bachelor of Business Administration (BBA) in Finance, General @ TCU Neeley School of Business. With a robust skill set that includes 401k, Asset Allocation, Asset Management, Budgets, Corporate Finance and more. Jeff McCain has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Chalk Cullum & Associates Employees
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Michael Stout
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John Chalk
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