Retired
Ezchairinvestor
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Doug May Email & Phone Number
Retired
at
EZchairInvestor
1 work email found
@wealthsource.com
LinkedIn matched
4 data sources
Profile completeness 100%
Who is Doug May? Overview
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Quick answer
Doug May is listed as Retired at EZchairInvestor, based in Grand Junction, Colorado, United States. AeroLeads shows a work email signal at wealthsource.com and a matched LinkedIn profile for Doug May.
Doug May previously worked as Wealth Manager at Ashton Thomas Private Wealth and Mountain West Regional Manager at Wealthsource Partners, Llc. Doug May studied at Stanford University.
Company email context
Email format at EZchairInvestor
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{first_initial}{last}@wealthsource.com
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AeroLeads found 1 current-domain work email signal for Doug May. Compare company email patterns before reaching out.
Profile bio
About Doug May
Proactive Investment Management versus the typical "asset storage" approach to investing money. Flexible beta portfolios based utilizing a core individual stock portfolio linked to a dynamic stock and Exchange Traded Fund dynamic portfolio, supplemented with a "Wise Diversification" approach to diversifying into alternative investments, enable a much better approach to custom wealth management that makes it easier to reduce risk in turbulent markets.My goal is to take my 30 years of investment experience and serve others by providing objective investment advice. We aim to be the premier wealth management firm in Western Colorado, adjusting clients' risk exposure to the current market environment.Specialties: fixed income securities, proactive money management, wealth management, asset allocation, securities analysis, financial planning, charter schools, utility sector analysis, value investing, Exchange Traded Funds, mutual funds
Listed skills include Wealth Management, Investment Management, and Asset Allocation.
Current workplace
Doug May's current company
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8 roles
Doug May work experience
A career timeline built from the work history available for this profile.
Wealth Manager
Current
Mar 2024 - Present
Mountain West Regional Manager
Wealthsource Partners, Llc
Proactive Investment Management versus the typical "asset storage" approach to investing money. Flexible beta portfolios based utilizing a core individual stock portfolio linked to a dynamic stock and Exchange Traded Fund dynamic portfolio, supplemented with a "Wise Diversification" approach to diversifying into alternative investments, enable a much.
Jan 2016 - Mar 2024
Mountain West Regional Manager
Avant-Garde Advisors
Avant-Garde Advisors, LLC merged with WealthSource Partners, LLC in January 2016
Nov 2013 - Jan 2016
Owner
May-Investments
President & Chief Investment Officer
Apr 2005 - Oct 2013
Portfolio Manager
Managed $150MM for Western Colorado individuals and foundations. Served on the company's national "Value Team."
Jan 1998 - Mar 2005
Portfolio Manager
Regions Capital Management
Portfolio Manager in Regional Trust Company based in Little Rock, Arkansas
Aug 1995 - Dec 1997
Bond Trader
United Capital Management
Joined UCM from United Asset Management Company in October, 1985. Served on bond trading desk of $3.5 billion boutique pension fund management firm with 35 clients. Traded fixed income securities for client portfolios and wrote monthly newsletter describing the firm's contrarian investment philosophy.
Apr 1983 - Aug 1993
2 education records
Doug May education
Education record
Education record
Northglenn High School
FAQ
Frequently asked questions about Doug May
Quick answers generated from the profile data available on this page.
What company does Doug May work for?
Doug May works for EZchairInvestor.
What is Doug May's role at EZchairInvestor?
Doug May is listed as Retired at EZchairInvestor.
What is Doug May's email address?
AeroLeads has found 1 work email signal at @wealthsource.com for Doug May at EZchairInvestor.
Where is Doug May based?
Doug May is based in Grand Junction, Colorado, United States while working with EZchairInvestor.
What companies has Doug May worked for?
Doug May has worked for Ezchairinvestor, Ashton Thomas Private Wealth, Wealthsource Partners, Llc, Avant-Garde Advisors, and May-Investments.
How can I contact Doug May?
You can use AeroLeads to view verified contact signals for Doug May at EZchairInvestor, including work email, phone, and LinkedIn data when available.
What schools did Doug May attend?
Doug May studied at Stanford University.
What skills is Doug May known for?
Doug May is listed with skills including Wealth Management, Investment Management, and Asset Allocation.
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