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Jack Phelps
Portefeuillebeheerder-Aandelen bij
Savant Capital LLC (Illinois)
Profiel
Mr. John M.
Phelps is a Managing Director & Financial Advisor at Savant Capital LLC (Illinois).
He has been involved in the financial services industry since 1989.
Mr. Phelps was previously employed as a President & Chief Compliance Officer by The Relaxing Retirement Coach, Inc.
He earned a bachelor of arts degree in economics from Holy Cross College in Worcester, MA.
Actieve functies van Jack Phelps
| Bedrijven | Functie | Begin |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Portefeuillebeheerder-Aandelen | 01-07-2023 |
Eerdere bekende functies van Jack Phelps
| Bedrijven | Functie | Einde |
|---|---|---|
The Relaxing Retirement Coach, Inc.
 The Relaxing Retirement Coach, Inc. Investment ManagersFinance Provides investment advice | Algemeen Directeur | - |
Opleiding van Jack Phelps
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
22
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Finance |
The Relaxing Retirement Coach, Inc.
The Relaxing Retirement Coach, Inc. Investment ManagersFinance Provides investment advice | Finance |
Holy Cross College (United Kingdom)
 Holy Cross College (United Kingdom) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
