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wcm difference

 

 

We Help You Create And Implement Your Plan With


experienced & Dedicated advisors

Who We Are...

ERIK C. WEIR, CFP®

MANAGER

Highlights

 

Hedge Fund Manager

Erik was named one of the Top Five Hedge Fund Managers by Hedgemark Magazine in 2000.

Financial Services Industry

Erik was a Senior Vice President of Donaldson, Lufkin & Jenrette in San Francisco, California, and Assistant Vice President of Merrill Lynch in Atlanta, Georgia.

Accolades

Erik received the 2002 Outstanding Broker Award from Registered Rep Magazine as one of the Top Five Brokers in the United States.

licenses

Erik is a Certified Financial Planner (CFP®), has held various securities licenses, including Series 7, 4, 24, 51, 31, 63, 65 and is a licensed insurance professional.

licensed private pilot

Erik loves aviation and is a licensed private pilot with over 20 years of experience and holds multi-engine and instrument ratings.

Entreprenurial

Erik formed WCM Global Wealth, LLC in 1999, which was named one of the Top 25 Fastest Growing Companies in South Carolina in both 2009 and 2010.

JONATHAN MCADAMS, CFA®

SENIOR PORTFOLIO MANAGER

Highlights

 

Financial Services Industry

Jonathan has over 20 years of financial services experience including as an analyst for the JP Morgan Private Bank and as an analyst for a multi-billion dollar mutual fund at Invesco (formerly AIM Management).

Entrepreneurial

Jonathan helped launch and was senior analyst for a highly successful hedge fund that grew to over $1 billion in assets, and was most recently a founder and senior partner for Mission Capital Management, a startup investment advisory business in Franklin, Tennessee.

Education and Licenses

Jonathan is a CFA charterholder and has held various securities licenses including Series 7, 63 and 65. Jonathan earned his MBA with honors from the Jones Graduate School of Business at Rice University, receiving the Houston CFA Society scholarship.

Outside Interests

Outside of stocks and bonds, Jonathan is also a successful real estate investor in various commercial and residential projects around the U.S. In his spare time, he enjoys playing golf, baseball and banging around on a drum set.

 

 

Strategic Solutions To Navigate


YOUR financial journey

Our core values are building relationships and gaining your trust which are accomplished through integrity and purpose from the first intake discussion to every interaction thereafter.

At WCM Global Wealth, LLC every communication with our clients is important to every staff member. Your calls and requests will be handled promptly and efficiently and always with the professionalism you expect from your financial partner. You have direct access to the decision makers on your accounts, a rarity in this industry. We commit to keeping you informed about your specific investments and the overall market through timely updates and comprehensive reviews.

Managing complex financial instruments and reporting on them can, at times, be daunting. We strive to provide clear and succinct reports designed to keep you informed and up to date on all activity in your portfolio.

WCM Global Wealth is committed to a personal relationship with each of our clients built on trust. Complete transparency is the foundation of trust and is an integral part of our culture. We never want you to feel surprised, so you always have direct online access to your accounts and monitoring capabilities.

We recognize that, when all is said and done, the result is the most important benchmark of our success. The team at WCM Global Wealth is focused on your investment success. We continually work to maximize your returns within your unique risk tolerance to help you achieve your goals.

You have a right to expect the best. This starts with a company-wide commitment to your satisfaction. Our employees take initiative to exceed your expectations. This is our culture.

– Erik Weir, CEO

Awards and achievements

South Carolina 25 Fastest growing Companies (2009-2010)

 
 
 

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Provide us with your name and email. A WCM Global Wealth advisor will contact you promptly to discuss your wealth management plan.

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ADDRESS

201 RiverPlace, Suite 500
Greenville, SC 29601

 
 

call us

Tel: 864.967.9838
Fax: 864.967.9837

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