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Charley McQueen
Charley McQueen is the founder of McQueen Financial Advisors which was established in 1999. We provide three primary services to our clients who are financial institutions, foundations and nonprofit entities.
Our services cover three primary areas.
One - Asset Liability Management & CECL reporting and advice.
Two - Investment Portfolio Management Services including alternative investments.
Three - Valuation Services, including Merger Valuations and Transaction Advisory Services.
Today, McQueen Financial Advisors advises clients across the United States and manages investment portfolios with a combined value of nearly $14 billion.
