FINANCIAL COUNCIL, LLC of TOWSON, MD is an SEC-registered investment adviser (CRD 110748). Regulatory assets under management: $1.3B.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| William Michael Leeb | PRESIDENT, CEO, CIO, CCO; PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Jodi Louise Greenlund | CHIEF OPERATING OFFICER; COO | — |
| David Raymond Travis | CHIEF FINANCIAL OFFICER; CO-CFO | — |
| Jeffrey Robert Reynolds | CHIEF ADVISORY OFFICER; CO-CFO | — |
| TRAUB MARK KIMBERLEY | V.P./C.O.O. /CCO /CO-OWNER; V.P./C.O.O./CHIEF COMPLIANCE OFFICER; V.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNER (+1 more) | — |
| LEEB WILLIAM MICHAEL | PRESIDENT, CEO, CIO, CCO; PRESIDENT/C.I.O.- CO/OWNER | — |
| LEEB HOWARD WILLIAM | NON-VOTING OWNER | — |
| CORNBROOKS STEPHEN | V.P./C.F.O.- CO-OWNER | — |
| GREENLUND JODI LOUISE | COO; SR. CLIENT SERVICE LIAISON, CO-OWNER | — |
| TRAVIS DAVID RAYMOND | CO-CFO | — |
| REYNOLDS JEFFREY ROBERT | CO-CFO | — |