Sakis Sotirios Salas
Analyst-Equity bij Acropolis Investment Management LLC
Profiel
Mr. Sakis S.
Salas is a Senior Portfolio Manager at Acropolis Investment Management LLC.
He joined the firm in 2006 and he works with his clients to identify their long-term wealth objectives and crafts appropriate investment strategies including cash-flow management, liability and insurance analysis, tax and estate planning, Medicare and Social Security planning, charitable gifting strategies and asset placement.
He is also a member of our Investment Committee.
He has over 25 years of experience in the financial services industry.
He is also a member of the Financial Planning Association of the Greater St. Louis Area.
Mr. Salas worked at Charles Schwab & Co. as an Investment Consultant and First Tennessee Wealth Management as a Vice President/Investment Officer.
He earned his B.S.B.A.
from the University of Missouri, St. Louis and is a CFP professional.
Actieve functies van Sakis Sotirios Salas
| Bedrijven | Functie | Begin |
|---|---|---|
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Analyst-Equity | 01-01-2006 |
Eerdere bekende functies van Sakis Sotirios Salas
| Bedrijven | Functie | Einde |
|---|---|---|
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | 30-09-1999 |
| Morgan Stanley Dean Witter | Corporate Officer/Principal | 31-12-1998 |
First Tennessee Brokerage, Inc.
 First Tennessee Brokerage, Inc. Investment Banks/BrokersFinance Founded in 1984, First Tennessee Brokerage, Inc. is an SEC-registered broker/dealer located in Memphis, Tennessee. The firm is a subsidiary of First Tennessee Bank National Association and their ultimate parent is First Horizon National Corp. (NYSE: FHN). First Tennessee Brokerage provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is licensed in all U.S. states, except Alaska, and is a member of the NASD and the SIPC. | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Opleiding van Sakis Sotirios Salas
| University of Missouri | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
First Tennessee Brokerage, Inc.
First Tennessee Brokerage, Inc. Investment Banks/BrokersFinance Founded in 1984, First Tennessee Brokerage, Inc. is an SEC-registered broker/dealer located in Memphis, Tennessee. The firm is a subsidiary of First Tennessee Bank National Association and their ultimate parent is First Horizon National Corp. (NYSE: FHN). First Tennessee Brokerage provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is licensed in all U.S. states, except Alaska, and is a member of the NASD and the SIPC. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
| Morgan Stanley Dean Witter | Finance |