Career history of Michael William McCort
Former positions of Michael William McCort
| Companies | Position | Start | End |
|---|---|---|---|
Girard Advisory Services LLC
 Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Investment Committee Member | 31/03/2009 | 30/06/2019 |
| Portfolio Manager-Equities | 31/03/2009 | 30/06/2019 | |
| Gruntal & Co. LLC | Corporate Officer/Principal | - | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
Statistics
International
| United States | 4 |
Operational
| Corporate Officer/Principal | 2 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 3 |
| Government | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Girard Advisory Services LLC
Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
| Gruntal & Co. LLC | Government |
