Profilo
Mr. Beau Gross is a Wealth Management Analyst & Trader at Pegasus Partners Ltd.
He works with advisors to rebalance portfolios, process account changes, and execute trades.
His role also includes implementing cash management strategies and settling trades with brokers/dealers.
He has a BBA in Economics and Finance with an Analytics minor and 5 business certificates from the University of Wisconsin – Oshkosh.
Posizioni attive di Beau Gross
| Società | Posizione | Inizio |
|---|---|---|
Pegasus Partners Ltd.
 Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Analyst-Equity | 01/02/2023 |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Pegasus Partners Ltd.
Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Finance |
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