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Steve Carr
Direttore della Ricerca - Azioni presso Peloton Wealth Strategists, Inc.
Relazioni attive
Nome | Sesso | Età | Società collegate | Collaborazione |
---|---|---|---|---|
Matt Bradley | M | - |
Peloton Wealth Strategists, Inc.
![]() Peloton Wealth Strategists, Inc. Investment ManagersFinance Peloton Wealth Strategists, Inc. (Peloton) is an independent registered investment advisor and wealth manager headquartered in Indianapolis, Indiana. The firm was founded by James Elliott in 1984 as Elliott & Associates, Inc. Peloton provides financial planning and/or portfolio management services to private individuals, high net worth households, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, and trust programs. | 27 anni |
Ken Kaczmarek | M | - |
Peloton Wealth Strategists, Inc.
![]() Peloton Wealth Strategists, Inc. Investment ManagersFinance Peloton Wealth Strategists, Inc. (Peloton) is an independent registered investment advisor and wealth manager headquartered in Indianapolis, Indiana. The firm was founded by James Elliott in 1984 as Elliott & Associates, Inc. Peloton provides financial planning and/or portfolio management services to private individuals, high net worth households, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, and trust programs. | 22 anni |
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Relazioni precedenti
Nome | Sesso | Età | Società collegate | Collaborazione |
---|---|---|---|---|
Nicole D. Wesley | F | - |
Peloton Wealth Strategists, Inc.
![]() Peloton Wealth Strategists, Inc. Investment ManagersFinance Peloton Wealth Strategists, Inc. (Peloton) is an independent registered investment advisor and wealth manager headquartered in Indianapolis, Indiana. The firm was founded by James Elliott in 1984 as Elliott & Associates, Inc. Peloton provides financial planning and/or portfolio management services to private individuals, high net worth households, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, and trust programs. | - |
Roshan Selladurai | M | - |
Peloton Wealth Strategists, Inc.
![]() Peloton Wealth Strategists, Inc. Investment ManagersFinance Peloton Wealth Strategists, Inc. (Peloton) is an independent registered investment advisor and wealth manager headquartered in Indianapolis, Indiana. The firm was founded by James Elliott in 1984 as Elliott & Associates, Inc. Peloton provides financial planning and/or portfolio management services to private individuals, high net worth households, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, and trust programs. | 3 anni |
Statistiche
Paese | Relazioni | % del totale |
---|---|---|
Stati Uniti | 4 | 100.00% |
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