Jack Phelps
Gestore di Portafoglio-Azioni presso Savant Capital LLC (Illinois)
Posizioni attive di Jack Phelps
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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. | Gestore di Portafoglio-Azioni | - | - |
Storia della carriera di Jack Phelps
Precedenti posizioni note di Jack Phelps
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
The Relaxing Retirement Coach, Inc.
 The Relaxing Retirement Coach, Inc. Investment ManagersFinance The Relaxing Retirement Coach, Inc. is a private company that helps individuals transition to a financially independent retirement. The Relaxing Retirement Coach is based in Wellesley, MA. The company believes that people deserve to spend their retirement doing what they want to do, not what they have to do. The company was founded in 2003 by John Michael Phelps, who has been the CEO since then. | Amministratore Delegato | 01/01/2003 | - |
| Responsabile della Conformità | 01/01/2003 | - | |
| Fondatore | 01/01/2003 | - | |
| Presidente | 01/01/2003 | - |
Formazione di Jack Phelps
| Holy Cross College (United Kingdom) | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
| Regno Unito | 2 |
Posizioni
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
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 |
The Relaxing Retirement Coach, Inc.
The Relaxing Retirement Coach, Inc. Investment ManagersFinance The Relaxing Retirement Coach, Inc. is a private company that helps individuals transition to a financially independent retirement. The Relaxing Retirement Coach is based in Wellesley, MA. The company believes that people deserve to spend their retirement doing what they want to do, not what they have to do. The company was founded in 2003 by John Michael Phelps, who has been the CEO since then. | Finance |
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