Kevin Margolis
Chief Executive Officer at SFMG LLC
Profile
Mr. Kevin W.
Margolis, CPA, is a Chief Executive Officer & Managing Director at SFMG LLC.
He has over 34 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 LLC is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Greg Morgan in 1992 and do-business-as SFMG Wealth Advisors. SFMG provides investment advisory services to individuals and their families, high net-worth individuals, pension plans, trust, estates or charitable organizations, and corporations and other business. | Chief Executive Officer | 31/08/2004 |
Former positions of Kevin Margolis
| Companies | Position | End |
|---|---|---|
Tolleson Wealth Management, Inc.
 Tolleson Wealth Management, Inc. Investment ManagersFinance Tolleson Wealth Management, Inc. provides financial and wealth management services. It offers strategic services, investment services, mobile and online banking, and remote deposit capture. The company was founded by Eric W. Bennet and John Tolleson in 2000 and is headquartered in Dallas, TX. | Corporate Officer/Principal | 30/12/2003 |
Dallas Symphony Association, Inc.
 Dallas Symphony Association, Inc. Movies/EntertainmentConsumer Services Dallas Symphony Association, Inc. operates as a performing arts organization. It engages in performing distinctive classical programs, pops concerts and multi-media presentations. The company was founded in 1900 and is headquartered in Dallas, TX. | Corporate Officer/Principal | - |
OrthAlliance, Inc.
 OrthAlliance, Inc. Services to the Health IndustryHealth Services OrthAlliance, Inc. provides practice management and consulting services. It offers services to the orthodontic and pediatric dentistry doctors. The company was founded in 1996 and is located in Torrance, CA. | 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 Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Corporate Officer/Principal | - |
Training of Kevin Margolis
| The University of Texas at Austin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
SFMG LLC
SFMG LLC Investment ManagersFinance SFMG LLC is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Greg Morgan in 1992 and do-business-as SFMG Wealth Advisors. SFMG provides investment advisory services to individuals and their families, high net-worth individuals, pension plans, trust, estates or charitable organizations, and corporations and other business. | Finance |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Commercial Services |
Tolleson Wealth Management, Inc.
Tolleson Wealth Management, Inc. Investment ManagersFinance Tolleson Wealth Management, Inc. provides financial and wealth management services. It offers strategic services, investment services, mobile and online banking, and remote deposit capture. The company was founded by Eric W. Bennet and John Tolleson in 2000 and is headquartered in Dallas, TX. | Finance |
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 |
OrthAlliance, Inc.
OrthAlliance, Inc. Services to the Health IndustryHealth Services OrthAlliance, Inc. provides practice management and consulting services. It offers services to the orthodontic and pediatric dentistry doctors. The company was founded in 1996 and is located in Torrance, CA. | Health Services |
Dallas Symphony Association, Inc.
Dallas Symphony Association, Inc. Movies/EntertainmentConsumer Services Dallas Symphony Association, Inc. operates as a performing arts organization. It engages in performing distinctive classical programs, pops concerts and multi-media presentations. The company was founded in 1900 and is headquartered in Dallas, TX. | Consumer Services |
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