Team

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Team

Dakota McMahon, CFA

Associate Portfolio Manager
Direct: 816-425-9569
Email: dmcmahon@countryclubtrust.com

Dakota McMahon

Dakota E. McMahon, CFA, is an Associate Portfolio Manager with Country Club Trust Company. Dakota works directly with individual and institutional clients to develop investment strategies to help them towards meeting their goals and objectives. He also assists in managing and constructing the firm’s internal equity strategies as well as assisting in monitoring and analyzing all fixed income for Country Club Trust Company.

Before joining Country Club Trust Company, Dakota was a Senior Associate at State Street in Kansas City, Missouri, where he managed investor operations for various domestic and internationally held mutual funds.

Dakota earned a Bachelor of Business Administration in finance and international business from Washburn University and also spent time abroad studying with students in Wuhan, Hubei, China. He is a CFA® charterholder and an active member of the CFA Society of Kansas City.

In addition to his professional work, Dakota has volunteered for the Big Brothers Big Sisters program in Kansas City. Additionally, Dakota enjoys outdoor activities and spending time with his wife and Golden Retriever, Roger.

 

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1 Ward Parkway • Kansas City, MO 64112 • 816-751-4200

Trust and Investment Services:

  • Are not insured by the FDIC or any other federal government agency
  • Are not deposits of, nor guaranteed by Country Club Bank, Country Club Trust Company or any of its affiliates.
  • May lose value.

Country Club Trust Company (CCTC) is a division of Country Club Bank. CCTC does not provide legal or tax advice. For legal and/or tax advice, the services of a competent professional person or professional organization should be sought. Please also note that CCTC does not serve in a fiduciary capacity regarding all services provided such as with respect to custodial services or referrals.

Country Club Bank is an Equal Opportunity Employer