Founder & Financial Advisor

• Jul 2019 - Present

Registered Representative

• Sep 2016 - May 2019

About McFawn Financial: Our team believes financial planning and investing is a process, not an event. We focus on long-term strategies to help you reach your goals and objectives. We strive to be your trusted advisory team, providing you with personalized service, a strategy for helping to mitigate your investment risk, and a vision for the future. While we are prudent business people with an eye for detail, we also bring the human touch to our business. We realize solid relationships are built on trust, mutual respect, and open communication. Currently responsible for management and oversight of investment models, as well as other office operations. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. McFawn Financial Services Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see Social Media Disclosure link below. Show less

Vice President, Relationship Management

• Apr 2014 - Sep 2016

About Hedge Fund Services:Northern Trust Hedge Fund Services (NTHFS) is a leading provider of middle and back office administration services to hedge funds and other organizations with complex assets and strategies. NTHFS’ mission is to deliver Operational Alpha™– bringing together powerful technology and highly skilled professionals to help our clients handle complexity and execute their strategies. NTHFS is one of the world’s fastest growing hedge fund administrators, and we’re seeking talented, proactive partners to join our team.Served as the Relationship Manager on a $4B Commodity Trading Advisor; heavily involved in the implementation and managed post-launch relationship. Show less

Vice President, Financial Control

• Aug 2011 - Apr 2014

Served as the Team Lead on a $9B hybrid fund structure; heavily involved in the implementation and system build-out to accommodate the client’s complex service requirements.

Financial Control

• May 2011 - Aug 2011

Northern Trust acquired Citadel’s hedge fund administration business (Omnium®) in 2011. Northern Trust acquired Citadel’s hedge fund administration business (Omnium®) in 2011.

Audit Manager

• Sep 2005 - Feb 2011

Specialized in audits of public financial institutions; primary engagement was an $80 billion international financial institution offering both commercial and private banking services. Specialized in audits of public financial institutions; primary engagement was an $80 billion international financial institution offering both commercial and private banking services.

Intern

• May 2004 - Sep 2004