Green Square Wealth Management

Green Square Wealth Management LLC May 2013 - Present 8 years 3 months. 949 S Shady Grove Rd Suite 401.

Financial Advisors Memphis Green Square Wealth Management

Advising Green Square Wealth Management on the deal is an Alston Bird team led by partner Randy Moore associates James Alexander and John Gerl and senior attorney Sarah McElroy Financial Services Products partner Brian Harvel and associate Seth Buchwald Federal International Tax partner Brett Coburn Labor Employment senior.

Green square wealth management. It manages 294 billion of regulatory assets for 2136 client accounts. Track deal history stock information cap tables investors executives and more. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona California Connecticut and 11 other states.

Woodson works with Green Square families to develop their investment strategies and manage the asset allocation process. He works with outside advisors such as CPAs and attorneys to help ensure clients enjoy comprehensive and long-term wealth management. Edward works closely with Green Square clients custodians to open and maintain accounts as well as assists with special projects coordination of alternative investing.

Track deal history stock information cap tables investors executives and more. Green Square Wealth Management LLC is a Tennessee Foreign Limited-Liability Company filed On September 14 2016. Over the years I have worked for LJ Hooker Financial Services as a Senior Loans Consultant and Yellow Brick Road as Branch Principal.

Horns Memphis-based ultra-high net worth wealth management business Green Square Wealth Management joined Hightower in April 2019. Green Square works with ultra high net worth clients serving the needs of approximately 120 families and institutional clients across. Clients also receive web-based on-demand comprehensive reporting year-end tax reporting portal access for secure document retrieval investment commentary and portfolio rebalancing.

The Registered Agent on file for this company is No Agent and is located at Agent Resigned Or Invalid Nashville TN 37219. 949 S Shady Grove Rd Suite 401. HighTower today announced that Green Square Wealth Management a fee-only investment advisor and multi-family office headquartered in Memphis Tenn will.

Founded by former Goldman Sachs senior investment management professional Darrell Horn Green Square Wealth Management offers independent boutique wealth management focusing on cash-flow oriented investment strategies that create long-term value. He was previously a founder and member of the board of directors of Center Coast Capital Advisors one of the largest independent investors in US. Green Square Wealth Management joins HighTower February 14 2019 PRNewswire.

I am an Analyst with Green Square Wealth Management. Hightower Names Lisa Dolly Former Pershing CEO and Darrell Horn of Green Square Wealth Management to Board of Directors Hightower CEO Bob Oros will take on the Chairman role. Ad Explore how PitchBook company databases can help you find detailed company information.

At Green Square our core values brand promise and investment advisors are the biggest drivers of our success. An investment advisory team consisting of senior investment professionals works with every client of our firm. This team-based boutique approach ensures that our clients receive the highest degree of personal service.

Ad Explore how PitchBook company databases can help you find detailed company information. Green Square Wealth Management a newly formed advisory firm located in Memphis Tenn is partnering with HighTower Advisors a national wealth management. He joined Green Square in 2013 after working for Credit Suisse Securities where he advised on and executed more than 15 billion of leveraged finance transactions.

When Hightower took over Green Squares middle and back-office operational activities it freed up Horns team to attract and service new clients allowing the group to grow its assets under advisement AUA. We serve the needs of approximately 120 families and institutional clients across the. Green Square Wealth Management is a newly formed advisory firm founded by Darrell Horn earlier this year.

Green Square Wealth Management Memphis TN Financial Management Contact Refer Our Ideal Referral Partner. I Con Xanthis Director and Wealth Manager of Green Square Wealth Management have a wealth of experience in the financial services industry covering more than 13 years in accredited mortgage broking. Green Square Wealth Advisory Accredited investors receive our sophisticated asset management and investment process.

Green Square Wealth Management was recently founded by Darrell Horn a former senior managing director and the co-founder of Green Square Capital. The companys filing status is listed as Inactive - Cancelled and its File Number is 000866427. Green Square Capital LLC is a large advisory firm based in Memphis.

Horn was formerly the Senior Managing Director and co-founder of Green Square Capital. Partners we can share referrals with Financial Planning Bank Real Estate Restaurant Home Inspector Accountant Show all 6 Memphis TN 38120. Steve is the founder and chairman of The Green Square Capital Advisors Green Square Family Office Green Square Strategy and Green Square Wealth Advisors in Memphis TN.

Memphis TN Investment Banker Credit Suisse Aug 2010 - Mar 2013 2 years 8 months.

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Financial Advisors Memphis Green Square Wealth Management

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