GLOBAL STRATEGIC NEXTGEN OCIO of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 175300). Regulatory assets under management: $1.6B.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Donald Edward Callaghan | MANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| Curt Randall Thompson | MANAGING PARTNER | — |
| Hana Callaghan | HR CONSULTANT | — |
| Nicholas Guido Botticelli | CHIEF INVESTMENT STRATEGIST | — |
| Matthew Keith Underwood | CHIEF COMPLIANCE OFFICER | — |
| CALLAGHAN DONALD EDWARD | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| THOMPSON CURT RANDALL | MANAGING PARTNER | — |
| CALLAGHAN HANA | HR CONSULTANT | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | civil | — | — | — |