Samuel McGee Overview
- Firm
- Crestmont Privat...
- Primary Position
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Founder, Owner,...
Samuel McGee General Information
Biography
Mr. Samuel McGee is the Founder & Owner and serves as Chief Executive Officer, Chief Investment Officer & Investment Committee Member at Crestmont Private Wealth. His vision is to steer a mission-led company that changes lives through financial stewardship, engagement with clients, and fiduciary-style education. He has 26 years in the financial industry and is a Chartered Financial Analyst. He has a BBA in Marketing from Texas A&M University, College Station, and an MBA in Finance from the University of Houston.
Contact Information
Address
- 604 South Main Street
- Boerne, TX 78006
- United States
Samuel McGee Positions (1)
| Firm name | Firm type | Title | Location | Industry | Since |
|---|---|---|---|---|---|
| Crestmont Private Wealth | Limited Partner | Founder, Owner, Chief Executive Officer, Chief Investment Officer & Investment Committee Member | Boerne, TX | Investment Advisor |
Samuel McGee FAQs
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Who is Samuel McGee?
Mr. Samuel McGee is the Founder & Owner and serves as Chief Executive Officer, Chief Investment Officer & Investment Committee Member at Crestmont Private Wealth.
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How much does Samuel McGee typically invest?
Samuel McGee's median deal size is .
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What is Samuel McGee’s main position?
Samuel McGee’s primary position is Founder, Owner, Chief Executive Officer, Chief Investment Officer & Investment Committee Member.
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What are the contact details for Samuel McGee?
Samuel McGee’s email address is sa and his phone number is +1 (830) .
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