Bill McCollum
Compliance Officer at Eagle Financial Management Services LLC
Profile
Mr. William L.
McCollum is a Portfolio Manager at Eagle Financial Management Services LLC.
He has 28 years of financial services experience, including over 22 years in the investment industry.
He joined Eagle Financial in 2007 after five years with Morgan Stanley.
Mr. McCollum has an MS-Finance degree from the University of Houston-Clear Lake and a BBA-Finance degree from Baylor University.
Bill McCollum active positions
| Companies | Position | Start |
|---|---|---|
Eagle Financial Management Services LLC
 Eagle Financial Management Services LLC Investment ManagersFinance Eagle Financial Management Services LLC (Eagle Financial) is a registered investment advisor headquartered in Shreveport, Louisiana. The firm was founded by Jack Ditt, Jr. in 2006 and is a subsidiary of Wealthcare Capital Management LLC. Eagle Financial provides continuous, fee-only investment advisory services to individuals, businesses, pension and profit-sharing plans, trusts, estates and charitable organizations. | Compliance Officer | 31/12/2006 |
Former positions of Bill McCollum
| Companies | Position | End |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | 30/12/2006 |
Training of Bill McCollum
| University of Houston-Clear Lake | Graduate Degree |
| Baylor University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private companies | 1 |
|---|---|
Eagle Financial Management Services LLC
Eagle Financial Management Services LLC Investment ManagersFinance Eagle Financial Management Services LLC (Eagle Financial) is a registered investment advisor headquartered in Shreveport, Louisiana. The firm was founded by Jack Ditt, Jr. in 2006 and is a subsidiary of Wealthcare Capital Management LLC. Eagle Financial provides continuous, fee-only investment advisory services to individuals, businesses, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |
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