MSH CAPITAL ADVISORS LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 157835). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Parker Johnson | CHIEF COMPLIANCE OFFICER | San Francisco, CA |
| Mark Stephen Howells | MANAGING MEMBER | — |
| Katrina Patricia Santamaria | CHIEF EXECUTIVE OFFICER | — |
| Marcy Ann Crites | CHIEF FINANCIAL OFFICER | — |
| Tara Lynn Kreizenbeck | CHIEF OPERATING OFFICER | — |
| Christopher Shane Jordan | CHIEF COMPLIANCE OFFICER | — |
| GEBERT JULIE JANE | CCO | — |
| HOWELLS MARK STEPHEN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| JORDAN CHRISTOPHER SHANE | CHIEF COMPLIANCE OFFICER | — |
| SANTAMARIA KATRINA PATRICIA | CHIEF EXECUTIVE OFFICER; CHIEF OF STAFF; CHIEF OPERATING OFFICER | — |
| CRITES MARCY ANN | CHIEF FINANCIAL OFFICER | — |
| KULESZA STEVEN PHILIP | CHIEF OPERATING OFFICER | — |
| Kreizenbeck Tara Lynn | CHIEF COMPLIANCE OFFICER; CHIEF DEVELOPMENT OFFICER; CHIEF OPERATING OFFICER | — |