Will Mcgough, Cfa Email and Phone Number
With over 20 years of experience in the investment industry, I am generally considered one of the leading investment and operational professionals in multi-asset allocation solutions across the retirement, wealth, and technology space. Working with and for advisors, plan sponsors, and participants, I have a well-developed understanding of effective portfolio design and implementation… from manager selection, asset allocation, and target-date architecture to optimal combinations of active and/or passive asset class options. My analytical skills and insights always keep a fiduciary-first mantra for wealth management. I have “full-stack” investment expertise: from back-office & trade operations... to front-office product & portfolio management... to external-to-office effective communication of solution to grow and develop business.Leveraging my experience as Chief Investment Officer at Stadion Retirement (a 401k managed account provider), where I played a critical role on their Senior and Executive management teams, while my knowledge, skills, and abilities were applied across all functional teams, I started Evolve Analytics to capitalize on emerging trends across the investment realm, was a Subject Matter Expert for Financial Services Transformation at one of the big 4, and am currently at PCIA as Director of Investments!I received my BBA in Finance from the University of Georgia and hold the Chartered Financial Analyst designation. I am a member of the CFA Institute, the CFA Society of Atlanta, and the National Eagle Scout Association.Specialties: Glide Path Solutions | Digital Tools | Pooled Employer Plans | Industry Disruption | Lifetime Income | Financial Wellness | Wealth Advisory | Multi-Asset Asset Allocation | Strategic, Alternative, & Tactical Strategies | RIA/TAMP Operations | Portfolio Manager | IPS | Risk ManagementAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
Prime Capital Financial
View- Website:
- primefinancial.com
- Employees:
- 306
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Deputy Chief Investment OfficerPrime Capital FinancialWatkinsville, Ga, Us
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Director, InvestmentsPrime Capital Investment Advisors Oct 2023 - PresentOverland Park, Kansas, Us•Oversee public, multi-asset investment platform for approx. 200 advisors across wealth and retirement•Run, or advise on, over 300 asset allocation models•Help educate, train, and inform advisors on investments rationale and market environment •Responsible for ETF, CIT, and Mutual Fund security selection and manager research•In the midst of modernizing investment platform through integration of software, APIs, data, and proprietary macro and market views to streamline operation & research
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Financial Services Consultant & FounderEvolve Analytics Co Jun 2021 - PresentEvolve Analytics is a full-service Capital Markets and Asset/Wealth management consulting practice, prior work:•Evaluation & Remediation of leading Wealth/BD investment operation for Big 4 consulting firm•OCIO for Allocation Models & Content for hybrid BD/RIA team•3(38) Investment Provider Oversight Process and Selection for PEP start-up•Product Design & Provider Analysis for Retirement Expansion for ETF issuer•QA & Risk Controls for PM oversight, ERISA + Legal Analysis for Managed Account Provider•Data Integrity and Process Continuation for finTech firm•Insurance & Investment Process and Personnel Analysis for COO of 500mil RIA•Manager DD & Attribution, Investment Strategy & Infrastructure for RIA Aggregator -
Director, Investment StrategyBenetic, Inc. Nov 2021 - Nov 2022Benetic was a finTech startup aimed to own the desktop of a sophisticated Retirement Plan Advisor, helping streamline complicated Defined Contribution business by monetizing the software through co-manufactured and co-distributed Collective Investment Trusts.•Built narrative to drive business development and sales through investment content and collateral•Developed code-base to rank and screen all Mutual Funds, CITs, and private vehicles for advisors based on the Morningstar Data Warehouse and API•Led conceptualization of multi-asset solutions that leverage Private Equity and Private Debt structures inside CITs and Managed Accounts
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Chief Investment Officer - RetirementStadion Money Management Aug 2018 - Jun 2021Watkinsville, Ga, Us•Key member of Senior Management team, Executive Management team, and Investment Committee•Oversight of Investment Department operation, people, and performance. Results faced and met high expectations over all market cycles with transparent and concise reporting to investment committees, trustees, and various boards. Saved Stadion $140k/year by internalizing Order Management System. •Successfully coordinated and built a full stack of technology to analyze every aspect of the retirement ecosystem, from glide path design, target date fund (TDF) architecture, strategic and tactical benchmarking, attribution analysis, minimize asset-allocation tracking error based on unique and distinct plan investment menus, various methods of risk tolerance and LDI-approaches to gauge appropriate and suitable asset allocation for tens-of-thousands of 401k participants•Coordinated the transfer of Intellectual Property to S&P Branded Index suite which effectively analyzes and benchmarks the entire TDF Industry•Built Stadion's StoryLine "Funds in Plan" service from nothing in 2018 to over 200 plans and $200 million AUM in 2021, illustrated over 500 unique menus•Designed and created full PM system and workflows speeding up custom 401k plan investment analysis and model creation to less than 30 seconds•Spoke to over 1000 advisors for CE & hosted weekly internal updates in 2020•Represented Stadion on CNBC, Fox Business, Bloomberg, and at many conferences•Designed FinTech waterfall & dynamic asset allocation model which powered over 200 plans and $200 million AUM by 2021 and illustrated over 500 unique menus -
Portfolio Manager | Senior Vice President | Head Of Investment OperationsStadion Money Management Jan 2010 - Aug 2018Watkinsville, Ga, Us•Primary architect of StoryLine, one of the industries first Advisor Managed Accounts, which was a benchmark-oriented asset allocation chassis that utilizes plan and participant factors to build custom asset portfolios across proprietary investments or designated plan investments•Oversaw the wealth/RIA operation behind prolific AUM growth of highly active tactical model resulting in average commission paid to Wall Street around $5m/year with over $100 billion notional traded from 2010-2015•Helped Stadion achieve GIPS compliance verification and designed Stadion’s Best Execution reporting and analytics. Both of which, including relevant trade operation, cleanly passed two routine SEC audits•Sole Responsibility for the largest single Institutional sale: $75m into the Trilogy Strategy from a Fund of Fund Mutual Fund in 2013
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Senior Research AnalystStadion Money Management Jan 2007 - Jan 2010Watkinsville, Ga, Us•Played a pivotal role in Stadion’s launch of Risk Based and Target Date Collective Investment Funds and Insurance Separate Accounts plus acquisition of Trilogy and Tactical Growth Mutual Funds•Designed, built, and implemented procedures for accurate and successful monitoring and trading•Key interface with all operational institutional partners: Wall Street, Custodians, Record-Keepers, Data Vendors, SMA/TAMPs, Broker Dealers, Product Providers, Transfer Agents, Fund Admins, Trustees, Advisors, ETF Authorized Participants
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AnalystStadion Money Management Sep 2003 - Jan 2007Watkinsville, Ga, Us•Designed and oversight of 401kToolbox’s financial calculator, which was basis for successfully acquiring participants to sign up for Mange It For Me during one-on-one meetings•Responsible for the daily monitoring of the Stadion Investment Model, trading client portfolios, performance reporting, composite construction & monitoring, and completing research projects•Worked closely with IT in conceptualization, design, and implementation of in-house software and databases to ensure efficient and productive application of account management services, client management, daily client portfolio allocation checks, and internal/institutional reporting
Will Mcgough, Cfa Education Details
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University Of Georgia - Terry College Of BusinessGeneral -
Mountain Brook High School
Frequently Asked Questions about Will Mcgough, Cfa
What company does Will Mcgough, Cfa work for?
Will Mcgough, Cfa works for Prime Capital Financial
What is Will Mcgough, Cfa's role at the current company?
Will Mcgough, Cfa's current role is Deputy Chief Investment Officer.
What schools did Will Mcgough, Cfa attend?
Will Mcgough, Cfa attended University Of Georgia - Terry College Of Business, Mountain Brook High School.
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