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Profile
Jonathan Tate McMullen worked as a Private Client Wealth Manager at Wisniewski Wealth Management LLC from 2012 to 2019.
He obtained an undergraduate degree from Southern Methodist University.
Former positions of Jonathan Tate McMullen
| Companies | Position | End |
|---|---|---|
Wisniewski Wealth Management LLC
 Wisniewski Wealth Management LLC Investment ManagersFinance Wisniewski’s investment management philosophy is rooted in long-term investment strategies that incorporate the principles of Modern Portfolio Theory. The firm focuses on capturing asset classes globally at a low cost, investing in accordance to their client's goals and risk tolerance, and taking advantage of tax saving opportunities when presented. The mutual funds typically held in investment portfolios contain stock in more than 9,000 companies worldwide and bonds in more than 2,000 companies or governments worldwide. | Portfolio Manager-Equities | 2019-09-30 |
Training of Jonathan Tate McMullen
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wisniewski Wealth Management LLC
Wisniewski Wealth Management LLC Investment ManagersFinance Wisniewski’s investment management philosophy is rooted in long-term investment strategies that incorporate the principles of Modern Portfolio Theory. The firm focuses on capturing asset classes globally at a low cost, investing in accordance to their client's goals and risk tolerance, and taking advantage of tax saving opportunities when presented. The mutual funds typically held in investment portfolios contain stock in more than 9,000 companies worldwide and bonds in more than 2,000 companies or governments worldwide. | Finance |
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