Tom Ptacin

Gestore di Portafoglio-Azioni presso Savant Capital LLC (Illinois)

Consumer Services

Finance

Profilo

Mr. Thomas J.
Ptacin is Financial Advisor at Savant Capital LLC (Illinois).
He has been involved in the financial services industry since 1998.
Prior to joining Savant, Mr. Ptacin held positions in trading and management with a large insurance company.
His strong background in investment operations has been pivotal in the successful execution of trading and other portfolio management and reporting functions at Savant.
He earned a Bachelor of Science degree in Business Administration with an emphasis in Finance and Economics from the University of Wisconsin-Eau Claire.
He has an MBA from the University of Montana, is a Certified Financial Planner professional, Accredited Investment Fiduciary, and a Chartered Retirement Plan Specialist.

Posizioni attive di Tom Ptacin

Società	Posizione	Inizio
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	01/04/2004

Tutte le posizioni attive di Tom Ptacin

Formazione di Tom Ptacin

The University of Montana	Masters Business Admin
University of Wisconsin	Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Tom Ptacin

Relazioni

100 +

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	1
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