Jim A. Carter

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Prior to joining Savan Capital in March of 2009, Mr. Carter served as Wealth Advisor with a Chicago area private banking, trust and investment group where he specialized in serving high net worth individuals and families.
Mr. Carter holds a BA in Business Administration with an emphasis in finance, and an MBA in marketing, both from Michigan State University.
He serves on the Advisory Board of MetroMentors of DuPage, and is a member of the Fox River Valley Estate Planning Council and St. Charles Kiwanis.

Precedenti posizioni note di Jim A. Carter

Società	Posizione	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	-

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Formazione di Jim A. Carter

Michigan State University

Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private