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Matthew McPhail
Chief Investment Officer at Sentinel Pension Advisors, Inc.
Matthew McPhail active positions
Companies | Position | Start | End |
---|---|---|---|
Sentinel Pension Advisors, Inc.
![]() Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program. | Chief Investment Officer | 2003-12-31 | - |
Investment Committee Member | 2003-12-31 | - | |
Portfolio Manager-Equities | 2003-12-31 | - |
Career history of Matthew McPhail
Former positions of Matthew McPhail
Companies | Position | Start | End |
---|---|---|---|
Cabot Wealth Management, Inc.
![]() Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Analyst-Equity | 2003-01-16 | 2005-01-02 |
Portfolio Manager-Equities | 2003-01-16 | 2005-01-02 | |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
![]() Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Analyst-Equity | 1985-12-31 | 1989-12-31 |
Portfolio Manager-Equities | 1985-12-31 | 1989-12-31 | |
Take Command Insurance Agency, Inc.
![]() Take Command Insurance Agency, Inc. Life/Health InsuranceFinance Take Command Insurance Agency LLC engages in providing health insurance services. The company was founded by Jack Hooper and Matthew H. Mcphail in 2014 and is headquartered in Dallas, TX. | Founder | 2013-12-31 | - |
Training of Matthew McPhail
Krannert School of Management | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 3 |
Analyst-Equity | 2 |
Founder | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Cabot Wealth Management, Inc.
![]() Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Finance |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
![]() Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Finance |
Take Command Insurance Agency, Inc.
![]() Take Command Insurance Agency, Inc. Life/Health InsuranceFinance Take Command Insurance Agency LLC engages in providing health insurance services. The company was founded by Jack Hooper and Matthew H. Mcphail in 2014 and is headquartered in Dallas, TX. | Finance |
Sentinel Pension Advisors, Inc.
![]() Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program. | Finance |
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