Andrea Patricia Mcmahon

Current Employers

Employment History

• 10/2013 → 09/2021
  Nelson, Van Denburg & Campbell Wealth Management Group, Llc
  Omaha, NE
• 09/2021 → Present
  Avior Wealth Management, Llc
  Omaha, NE

Previous Registrations

• 2004-09-14 → 2013-11-05
  Westwood Wealth Management
  Omaha, NE
• 2000-08-08 → 2004-09-27
  Mccarthy Group Asset Management
  Omaha, NE

Other Businesses

?the name of the other business; Omaha Community Foundation ?whether the business is investment-related; they offer various investment programs to their donors - I head the group overseeing the investments - Avior doesn't provide any specific investment advice to any donors through OCF currently. There are Avior clients who utilize OCF for charitable giving, including some of my own clients ?the address of the other business; 1120 S. 1091st St. Suite 320, Omaha, NE 68124 ?the nature of the other business; charitable foundation ?your position; Chair - Investment Committee ?title, or relationship with the other business; Chair - Investment Committee ?the start date of your relationship; 1/1/2015 ?the approximate number of hours/month you devote to the other business; 1 ?the number of hours you devote to the other business during securities trading hours; 2-4 hours per year ?and briefly describe your duties relating to the other business; I head the group overseeing the investments - Avior doesn't provide any specific investment advice to any donors through OCF currently. There are Avior clients who utilize OCF for charitable giving, including some of my own clients ?the name of the other business; Catholic Cemeteries ?whether the business is investment-related; I am one of several individuals who oversee the investments of the organization - assets are managed by Merrill Lynch ?the address of the other business; 7710 W. Center Rd. Omaha, NE 68124 ?the nature of the other business; charitable foundation investing assets set aside for Archdiocese of Omaha cemeteries ?your position; Member of Investment Committee ?title, or relationship with the other business; Member of Investment Committee ?the start date of your relationship; 1/1/2022 ?the approximate number of hours/month you devote to the other business; no more than 1 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; I am one of several individuals who oversee the investments of the organization - assets are managed by Merrill Lynch

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-04-21
• S65 Uniform Investment Adviser Law Examination
  1993-01-19

Designations

Other Names

• Andrea Studt
• Andrea P Mcmahon