Jim Mccoy's Location
Chicago, IL, US
Jim Mccoy's Work
- Director, Business Development @ Brentview Investment Management
- Head of Business Development Solutions @ Harbor Capital Advisors, Inc.
- Senior Managing Director - National Sales Manager of the Wire Channel @ Nuveen, a TIAA company
- Managing Director - Central Division Regional Sales Manager of the Wire Channel @ Nuveen, a TIAA company
- Managing Director - National Sales Manager of the Private Wealth Channel @ Nuveen, a TIAA company
- Senior Vice President - Advisor Consultant @ Nuveen, a TIAA company
- Vice President - Complex Business Development Officer - Chicago Complex @ Morgan Stanley
- Director - Divisional Managed Account Consultant @ New York Fitness
- Vice President - Separate Account Specialist @ BNY Mellon
Jim Mccoy's Education
- Lake Forest College
Bachelor of Arts - BA (English Language and Literature/Letters)
Jim Mccoy's Skills
- Estate Planning
- Series 63
- Team Building
- Public Speaking
- Fixed Income
- Executive Management
- Financial Planning
- Portfolio Management
- Capital Markets
- Investments
Jim Mccoy's Summary
Jim McCoy, based in Chicago, IL, US, is currently a Director, Business Development at Brentview Investment Management, bringing experience from previous roles at Harbor Capital Advisors, Inc., Nuveen and Nuveen Investments. Jim McCoy holds a Bachelor of Arts - BA in English Language and Literature/Letters @ Lake Forest College. With a robust skill set that includes Estate Planning, Series 63, Team Building, Public Speaking, Fixed Income and more, Jim McCoy contributes valuable insights to the industry. Jim McCoy has 2 emails on RocketReach.
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Top Brentview Investment Management Employees
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Chief Investment Officer -Portfolio Manager at Brentview Investment Management
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ViewEvan Bernier
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