Advisors at this firm
Douglas M
Series 65
Montchanin, DE
Montchanin Asset Management, LLC
Douglas Mccoy is a financial advisor at Montchanin Asset Management, LLC with 25 years of industry experience. He holds a Series 65 credential and has worked at Bell Rock Capital, LLC since 2017. Outside of his advisory role, he serves as Vice President and Limited Partner at Across The Tracks, Inc., overseeing leasing and management of commercial real estate. Montchanin Asset Management provides separately managed equity portfolios primarily focused on large-cap U.S. equities for individuals, families, trusts, charitable organizations, pension plans, and small businesses. The firm employs a proprietary, fundamentally driven bottom-up investment process complemented by macro and technical analysis, managing portfolios with a low-turnover, long-only approach.
Douglas M
Series 65
Montchanin, DE
Montchanin Asset Management, LLC
Douglas Mc Coy is a financial advisor at Montchanin Asset Management, LLC, holding a Series 65 designation with over four years of industry experience. His prior roles include positions at Summit Rock Advisors and Deloitte, as well as academic appointments at Duke University and Furman University. Montchanin Asset Management offers separately managed equity portfolios for individuals, families, trusts, charitable organizations, pension plans, and small businesses. The firm employs a fundamentally driven, bottom-up investment process focused on large-cap U.S. equities, managing accounts with a long-term, low-turnover approach tailored to a relatively small client base.
