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Kevin Margolis
Verkställande Direktör på
SFMG LLC
Profil
Mr. Kevin W.
Margolis, CPA, is a Chief Executive Officer & Managing Director at SFMG LLC.
He has over 37 years of experience in financial, tax and business consulting.
He re-joined the firm in 2004.
Mr. Margolis began his career in financial planning, estate planning, investment management, risk management, and tax planning at KPMG Peat Marwick as a tax manager.
He then worked for Medaphis Physician Services and Orthalliance, two publicly traded physician practice management companies, overseeing both the financial and operational aspects of physician practices.
He also served as chief financial officer for a value-added reseller of dental products.
He is a member of the AICPA, Dallas Estate Planning Council, the Financial Planning Association, and Entrepreneurs’ Organization Dallas.
In the past he has been on numerous charitable and religious boards and committees.
He received his Bachelor of Business Administration, Accounting/Finance degree from The University of Texas.
He is a Certified Public Accountant.
Aktiva positioner av Kevin Margolis
| Företag | Position | Start |
|---|---|---|
SFMG LLC
 SFMG LLC Investment ManagersFinance SFMG aims to build and preserve their client’s wealth over the long term. The firm incorporates both the traditional investment classes of stocks, bonds, and cash with investment vehicles such as mutual funds, ETFs, private equity, real estate, commodities, hedge fund strategies, the use of sub-advisors and more in their unique sleeve approach of building client portfolio. This approach to portfolio management uses tactical allocation changes and is based upon the decisions of SFMG Investment Committee that determines specific tactics for client’s portfolio. | Verkställande Direktör | 2004-09-01 |
Tidigare kända positioner av Kevin Margolis
| Företag | Position | Slut |
|---|---|---|
Tolleson Wealth Management, Inc.
 Tolleson Wealth Management, Inc. Investment ManagersFinance Provides investment management, estate planning and tax strategy advisory services | Företagsledare/Principal | 2003-12-31 |
Dallas Symphony Association, Inc.
 Dallas Symphony Association, Inc. Movies/EntertainmentConsumer Services Operates music groups | Företagsledare/Principal | - |
OrthAlliance, Inc.
 OrthAlliance, Inc. Services to the Health IndustryHealth Services Provides practice management and consulting services | Företagsledare/Principal | - |
Medaphis Physician Services Corp.
 Medaphis Physician Services Corp. Miscellaneous Commercial ServicesCommercial Services Part of McKesson Corp., Medaphis Physician Services Corp. is a company based in Lebanon, NH. | Företagsledare/Principal | - |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Företagsledare/Principal | - |
Kevin Margoliss utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
96
Första gradens relationer
7
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 7 |
|---|---|
OrthAlliance, Inc.
OrthAlliance, Inc. Services to the Health IndustryHealth Services Provides practice management and consulting services | Health Services |
Medaphis Physician Services Corp.
Medaphis Physician Services Corp. Miscellaneous Commercial ServicesCommercial Services Part of McKesson Corp., Medaphis Physician Services Corp. is a company based in Lebanon, NH. | Commercial Services |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Commercial Services |
SFMG LLC
SFMG LLC Investment ManagersFinance SFMG aims to build and preserve their client’s wealth over the long term. The firm incorporates both the traditional investment classes of stocks, bonds, and cash with investment vehicles such as mutual funds, ETFs, private equity, real estate, commodities, hedge fund strategies, the use of sub-advisors and more in their unique sleeve approach of building client portfolio. This approach to portfolio management uses tactical allocation changes and is based upon the decisions of SFMG Investment Committee that determines specific tactics for client’s portfolio. | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dallas Symphony Association, Inc.
Dallas Symphony Association, Inc. Movies/EntertainmentConsumer Services Operates music groups | Consumer Services |
Tolleson Wealth Management, Inc.
Tolleson Wealth Management, Inc. Investment ManagersFinance Provides investment management, estate planning and tax strategy advisory services | Finance |
