John Motherwell

Manager at Independent Portfolio Consultants

John Motherwell's Professional Contact Details

Email (Verified)
****@ipcanswers.com
HQ
(561) 912-1040
Location
Boca Raton, Florida, US
Company
Independent Portfolio Consultants
Person Seniority
manager

John Motherwell's Current Company Details

Independent Portfolio Consultants IPC has been in the correspondent managed account business since its infancy. We know what it takes to help investment professionals and their clients develop and imp...
Independent Portfolio Consultants IPC has been in the correspondent managed account business since its infancy. We know what it takes to help investment professionals and their clients develop and implement investment management strategies to achieve long-term financial goals. That's why when investment professionals identify clients who need managed account solutions, they come to us. We work directly with financial advisors who remain actively involved with their clients through each step of the managed account process. We believe that a team approach (financial advisor, IPC consultant, and independent money managers) offers the best platform for a complete client solution.
Organization Website
ipcanswers.com
Organization Languages
English
Organization Revenue
7000
Current Technologies
outlook
blue host
office 365
wordpress org
bootstrap framework
google font api
nginx
google maps
google maps non paid users
mobile friendly

Job Functions

Consulting
Operations
Information Technology
finance

John Motherwell's Work History and Education

Independent Portfolio Consultants
Manager
2015 - Present

Colleagues at Independent Portfolio Consultants

Ongoing Consultant Coordinator
Advisory/ New Accounts Coordinator
Data & Analytics, Investment Strategy
Manager - Client Reporting
Director of Administration and Human Resources/Managing Director

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