The Ascent with Crestmont Private Wealth - Pilot Episode - скачать в хорошем качестве

The Ascent with Crestmont Private Wealth - Pilot Episode -

Presented by Crestmont Private Wealth We have the team, tools, and experience to help you build a solid framework to guide you in your journey to your financial and life goals. www.crestmontpw.com Host:  Sam McGee CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER Sam McGee is the founder and owner of Crestmont Private Wealth. As CEO, he believes that to lead well you must have a servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education. Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis. https://crestmontpw.com/ Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes. When asked what is most important to him, he said “Faith, Family, Community, & Friendships”   Boerne Office - 604 South Main - Boerne, TX 78006 - (830) 368-2898 Houston Office - 1 Riverway, Suite 470 - Houston, TX 77056 - (832) 280-5288 See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.