Bill Mcvay Email and Phone Number
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Bill is a principal with Red Tortoise LLC, a wealth management firm in Atlanta, Georgia. He has a background of more than 30 years in investment management, pensions, and investment consulting. Prior to Red Tortoise he founded a firm to provide investment advice and business consulting services to financial institutions, endowments, foundations, corporations and pension funds. He was previously Vice-President and a partner of the leading financial software provider of style based investment analytics and Executive Vice-President of an internet based financial advice provider. Earlier he was Co-Director of Investment Management Services for a leading U.S. based investment firm where he developed and managed all retail and institutional consulting services, investment management research, client service programs, built and managed fee-based investment programs, investment advisory compliance systems, investment analytics, consulted with institutional clients and directed and oversaw the consulting activities of its financial advisors. Bill also oversaw the managed futures and alternative strategies activities, provided internal acquisition due diligence on select investment advisory firms and was the President of a subsidiary specializing in developing alternative investment products and hedge funds.Bill is a graduate of Southeast Missouri State University and holds the designations of Certified Investment Management Analyst (CIMA), Certified Investment Management Consultant (CIMC), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is a member of the Investments and Wealth Institute (formerly the Investment Management Consultants Association (IMCA)) where he served as a member of the Board of Directors, Treasurer and Vice-President. He also served on the IMCA Industry Advisory Council and on the Consultants Performance Presentation Standards Task Force.
Red Tortoise Llc
View- Website:
- redtortoisellc.com
- Employees:
- 4
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PrincipalRed Tortoise Llc May 2017 - PresentAtlanta, Georgia, United States
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PrincipalRed Tortoise Llc May 2017 - PresentGreater Atlanta Area
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Independent TrusteeAdvisorshares Mar 2011 - PresentWashington D.C. Metro Area -
Managing PartnerRdk Strategies Jan 2007 - May 2017 -
Vice-PresidentZephyr Associates, Inc. 2001 - 2005
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First Vice-PresidentLegg Mason 1988 - 2000 -
Vice-PresidentShearson Lehman Hutton 1983 - 1988
Bill Mcvay Skills
Bill Mcvay Education Details
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Music Education
Frequently Asked Questions about Bill Mcvay
What company does Bill Mcvay work for?
Bill Mcvay works for Red Tortoise Llc
What is Bill Mcvay's role at the current company?
Bill Mcvay's current role is Principal, Red Tortoise LLC | Independent Trustee and Investment Advisory Consultant.
What is Bill Mcvay's email address?
Bill Mcvay's email address is bm****@****ies.com
What is Bill Mcvay's direct phone number?
Bill Mcvay's direct phone number is +130165*****
What schools did Bill Mcvay attend?
Bill Mcvay attended Southeast Missouri State University.
What skills is Bill Mcvay known for?
Bill Mcvay has skills like Investment Advisory Services, Investment Strategies, Pension Funds, Asset Managment, Quantitative Analytics, Alternative Investments, Investment Advisory, Asset Allocation, Financial Advisory, 401k, Strategic Planning, Wealth Management.
Who are Bill Mcvay's colleagues?
Bill Mcvay's colleagues are George Chen, Cfa, Cipm, Rex Macey, Howard Fleming.
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