Carrie Lynn Fandrey McHale
Compliance Officer at The Partners Group Ltd.
Profile
Ms. Carrie L.
McHale is a Compliance Director at The Partners Group Ltd.
and a Director of Compliance & Chief Operating Officer at TPG Financial Advisors LLC.
She has more than 20 years of experience and is affiliated with Geneos Wealth Management, Inc.
Before joining The Partners Group, Ms. McHale was the Administrative Manager and an Associate Director at a leading global wealth management firm in Portland, overseeing operations, compliance and humans resources.
She has a B.S.
in Business Administration: Finance from Portland State University.
Carrie Lynn Fandrey McHale active positions
| Companies | Position | Start |
|---|---|---|
The Partners Group Ltd.
 The Partners Group Ltd. Miscellaneous Commercial ServicesCommercial Services The Partners Group Ltd. provides business consulting services. It offers employee benefits, business consulting, retirement planning and investment services, commercial and individual insurance. The firm serves employers, medical professionals, and successful individuals. The company was founded by Bruce Kerr, Bill Meacham, Roderick B. Cruickshank and Bill Baldwin in 1981 and is headquartered in Portland, OR. | Compliance Officer | 01/01/2009 |
TPG Financial Advisors LLC
 TPG Financial Advisors LLC Investment ManagersFinance TPG Financial Advisors LLC (TPGFA) is a registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2006 and is wholly owned by The Partners Group. Ltd. TPGFA provides investment advice to individuals, high net worth individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Compliance Officer | 01/03/2007 |
Training of Carrie Lynn Fandrey McHale
| Portland State University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
The Partners Group Ltd.
The Partners Group Ltd. Miscellaneous Commercial ServicesCommercial Services The Partners Group Ltd. provides business consulting services. It offers employee benefits, business consulting, retirement planning and investment services, commercial and individual insurance. The firm serves employers, medical professionals, and successful individuals. The company was founded by Bruce Kerr, Bill Meacham, Roderick B. Cruickshank and Bill Baldwin in 1981 and is headquartered in Portland, OR. | Commercial Services |
TPG Financial Advisors LLC
TPG Financial Advisors LLC Investment ManagersFinance TPG Financial Advisors LLC (TPGFA) is a registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2006 and is wholly owned by The Partners Group. Ltd. TPGFA provides investment advice to individuals, high net worth individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
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