Tracy Sean Beard
Portefeuillebeheerder-Aandelen bij Savant Capital LLC (Illinois)
Profiel
Mr. Tracy S.
Beard is a Financial Advisor & Team Lead at Savant Capital LLC (Illinois).
He has been involved in the financial services industry since 1998.
Prior to joining Savant, Mr. Beard helped companies develop, install, and maintain employee benefit programs.
He earned a Bachelor of Science degree in Economics/Finance from Rockford University and a Master of Science in Financial Services from The American College in Bryn Mawr, PA.
He is a Certified Financial Planner professional and an Accredited Investment Fiduciary.
Actieve functies van Tracy Sean Beard
| Bedrijven | Functie | Begin |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Portefeuillebeheerder-Aandelen | 01-07-2001 |
Opleiding van Tracy Sean Beard
| Rockford University | Undergraduate Degree |
| The American College of Financial Services | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Finance |
