Kevin Margolis

Chief Executive Officer at

SFMG LLC

Finance

Commercial Services

Consumer Services

Profile

Mr. Kevin W.
Margolis, CPA, is a Chief Executive Officer & Managing Director at SFMG LLC.
He has over 37 years of experience in financial, tax and business consulting.
He re-joined the firm in 2004.
Mr. Margolis began his career in financial planning, estate planning, investment management, risk management, and tax planning at KPMG Peat Marwick as a tax manager.
He then worked for Medaphis Physician Services and Orthalliance, two publicly traded physician practice management companies, overseeing both the financial and operational aspects of physician practices.
He also served as chief financial officer for a value-added reseller of dental products.
He is a member of the AICPA, Dallas Estate Planning Council, the Financial Planning Association, and Entrepreneurs’ Organization Dallas.
In the past he has been on numerous charitable and religious boards and committees.
He received his Bachelor of Business Administration, Accounting/Finance degree from The University of Texas.
He is a Certified Public Accountant.

Kevin Margolis active positions

Companies	Position	Start
SFMG LLC SFMG LLC Investment ManagersFinance SFMG aims to build and preserve their client’s wealth over the long term. The firm incorporates both the traditional investment classes of stocks, bonds, and cash with investment vehicles such as mutual funds, ETFs, private equity, real estate, commodities, hedge fund strategies, the use of sub-advisors and more in their unique sleeve approach of building client portfolio. This approach to portfolio management uses tactical allocation changes and is based upon the decisions of SFMG Investment Committee that determines specific tactics for client’s portfolio.	Chief Executive Officer	2004-08-31

All active positions of Kevin Margolis

Former positions of Kevin Margolis

Companies	Position	End
Tolleson Wealth Management, Inc. Tolleson Wealth Management, Inc. Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	2003-12-30
Dallas Symphony Association, Inc. Dallas Symphony Association, Inc. Movies/EntertainmentConsumer Services Operates music groups	Corporate Officer/Principal	-
OrthAlliance, Inc. OrthAlliance, Inc. Services to the Health IndustryHealth Services Provides practice management and consulting services	Corporate Officer/Principal	-
Medaphis Physician Services Corp. Medaphis Physician Services Corp. Miscellaneous Commercial ServicesCommercial Services Part of McKesson Corp., Medaphis Physician Services Corp. is a company based in Lebanon, NH.	Corporate Officer/Principal	-
KPMG, Inc. KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services	Corporate Officer/Principal	-

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Linked companies

Private companies	7
OrthAlliance, Inc. OrthAlliance, Inc. Services to the Health IndustryHealth Services Provides practice management and consulting services	Health Services
Medaphis Physician Services Corp. Medaphis Physician Services Corp. Miscellaneous Commercial ServicesCommercial Services Part of McKesson Corp., Medaphis Physician Services Corp. is a company based in Lebanon, NH.	Commercial Services
KPMG, Inc. KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services	Commercial Services
SFMG LLC SFMG LLC Investment ManagersFinance SFMG aims to build and preserve their client’s wealth over the long term. The firm incorporates both the traditional investment classes of stocks, bonds, and cash with investment vehicles such as mutual funds, ETFs, private equity, real estate, commodities, hedge fund strategies, the use of sub-advisors and more in their unique sleeve approach of building client portfolio. This approach to portfolio management uses tactical allocation changes and is based upon the decisions of SFMG Investment Committee that determines specific tactics for client’s portfolio.	Finance
The University of Texas at Austin The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Dallas Symphony Association, Inc. Dallas Symphony Association, Inc. Movies/EntertainmentConsumer Services Operates music groups	Consumer Services
Tolleson Wealth Management, Inc. Tolleson Wealth Management, Inc. Investment ManagersFinance Provides investment advice	Finance