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Jack Phelps
Gestore di Portafoglio-Azioni presso
Savant Capital LLC (Illinois)
Profilo
Mr. John M.
Phelps is a Managing Director & Financial Advisor at Savant Capital LLC (Illinois).
He has been involved in the financial services industry since 1989.
Mr. Phelps was previously employed as a President & Chief Compliance Officer by The Relaxing Retirement Coach, Inc.
He earned a bachelor of arts degree in economics from Holy Cross College in Worcester, MA.
Posizioni attive di Jack Phelps
| Società | Posizione | Inizio |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Gestore di Portafoglio-Azioni | 01/07/2023 |
Precedenti posizioni note di Jack Phelps
| Società | Posizione | Fine |
|---|---|---|
The Relaxing Retirement Coach, Inc.
 The Relaxing Retirement Coach, Inc. Investment ManagersFinance Provides investment advice | Amministratore Delegato | - |
Formazione di Jack Phelps
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
22
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Finance |
The Relaxing Retirement Coach, Inc.
The Relaxing Retirement Coach, Inc. Investment ManagersFinance Provides investment advice | Finance |
Holy Cross College (United Kingdom)
 Holy Cross College (United Kingdom) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
