![Beau Gross](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Beau Gross
Nessuna posizione attualmente
Finance
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.
Precedenti posizioni note di Beau Gross
| Società | Posizione | Fine |
|---|---|---|
Pegasus Partners Ltd.
 Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners works with each client to establish and adopt an asset allocation strategy which works in conjunction with the client’s overall wealth management plan. The firm considers the client’s risk tolerance and return objectives to design a portfolio that combines lower return, lower risk investment classes, such as high-quality bonds, with higher return seeking asset classes such as public and private equity investments. Most of the portfolio is typically invested with third-party managers or in mutual funds and ETFs. | Analyst-Equity | - |
Esperienze
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Società nel listino
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Pegasus Partners Ltd.
Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners works with each client to establish and adopt an asset allocation strategy which works in conjunction with the client’s overall wealth management plan. The firm considers the client’s risk tolerance and return objectives to design a portfolio that combines lower return, lower risk investment classes, such as high-quality bonds, with higher return seeking asset classes such as public and private equity investments. Most of the portfolio is typically invested with third-party managers or in mutual funds and ETFs. | Finance |
