Ty Phillippi
Market Strategist at McKinley Carter Wealth Services, Inc.
Ty Phillippi active positions
| Companies | Position | Start | End |
|---|---|---|---|
McKinley Carter Wealth Services, Inc.
 McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Market Strategist | 01/09/2020 | - |
Career history of Ty Phillippi
Former positions of Ty Phillippi
| Companies | Position | Start | End |
|---|---|---|---|
LifePlan Financial Group, Inc.
 LifePlan Financial Group, Inc. Investment ManagersFinance LifePlan Financial Group, Inc. is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 1989 by Dana Lee Hypes. They provide advisory services on a discretionary or non-discretionary basis to individuals and high net-worth individuals, pension and profit sharing plans (other than plan participants), and corporations or other businesses. | Compliance Officer | 01/01/1994 | 01/09/2020 |
| Portfolio Manager-Equities | 01/01/1994 | 01/09/2020 | |
| President | 01/01/1994 | 01/09/2020 | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - | - |
Training of Ty Phillippi
| Wright State University (Ohio) | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
| President | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
LifePlan Financial Group, Inc.
LifePlan Financial Group, Inc. Investment ManagersFinance LifePlan Financial Group, Inc. is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 1989 by Dana Lee Hypes. They provide advisory services on a discretionary or non-discretionary basis to individuals and high net-worth individuals, pension and profit sharing plans (other than plan participants), and corporations or other businesses. | Finance |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
McKinley Carter Wealth Services, Inc.
McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Finance |
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