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Thomas James Czech
Presidente presso Summit Investment Management Ltd.
Profilo
Mr. Thomas J.
Czech, CFA MBA, is a Portfolio Manager at Optimum Investment Advisors LLC and a Chairman at Summit Investment Management Ltd.
Mr. Czech came to Summit from Blunt, Ellis and Loewi/Kemper Securities in 1991, where he was employed as the regional brokerage firm’s First Vice President and Investment Strategist.
He received his undergraduate degree from Northern Illinois University and an MBA from Northern Illinois University.
Posizioni attive di Thomas James Czech
Società | Posizione | Inizio |
---|---|---|
Summit Investment Management Ltd.
![]() Summit Investment Management Ltd. Investment ManagersFinance Summit Investment Management Ltd. (Summit) is a SEC-registered investment advisor and wealth management firm headquartered in Greenfield, Wisconsin. The Edward J. Gaffney & Elizabeth A. Gaffney Revocable Trust, the Chandler Herrera Family Trust, and Thomas A. Carroll are the principal owners of the firm. Founded in 1987, Summit offers a wide range of investment portfolios for individuals, institutions and businesses. | Presidente | 01/01/1991 |
Optimum Investment Advisors LLC
![]() Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Gestore di Portafoglio-Azioni | 01/09/1999 |
Precedenti posizioni note di Thomas James Czech
Società | Posizione | Fine |
---|---|---|
Kemper Securities, Inc. | Corporate Officer/Principal | 31/12/2000 |
Formazione di Thomas James Czech
Northern Illinois University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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Summit Investment Management Ltd.
![]() Summit Investment Management Ltd. Investment ManagersFinance Summit Investment Management Ltd. (Summit) is a SEC-registered investment advisor and wealth management firm headquartered in Greenfield, Wisconsin. The Edward J. Gaffney & Elizabeth A. Gaffney Revocable Trust, the Chandler Herrera Family Trust, and Thomas A. Carroll are the principal owners of the firm. Founded in 1987, Summit offers a wide range of investment portfolios for individuals, institutions and businesses. | Finance |
Optimum Investment Advisors LLC
![]() Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Finance |
Kemper Securities, Inc. | Finance |
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