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Kevin Thomas Fieldman
Marktstrateeg bij CapFinancial Partners LLC
Profiel
Mr. Kevin T.
Fieldman is an Investment Strategist at CapFinancial Partners LLC.
He is responsible for the oversight of asset allocation.
Prior to joining the firm, Mr. Fieldman served as a director with Transamerica Retirement Solutions, and he has worked in the industry since 1991.
He received Bachelor of Science degree in financial planning and counseling from Purdue University and Master of Business Administration degree in marketing from St. Xavier University
Actieve functies van Kevin Thomas Fieldman
Bedrijven | Functie | Begin |
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CapFinancial Partners LLC
![]() CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Marktstrateeg | 01-01-2015 |
Opleiding van Kevin Thomas Fieldman
Purdue University | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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CapFinancial Partners LLC
![]() CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |