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Kevin Margolis
Chief Executive Officer at SFMG LLC
Kevin Margolis active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - |
Career history of Kevin Margolis
Former positions of Kevin Margolis
Companies | Position | Start | 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 | 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 |
Statistics
International
United States | 7 |
Canada | 2 |
Operational
Corporate Officer/Principal | 5 |
Chief Executive Officer | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Commercial Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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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