Profil
Mr. Chip Kalousek, CFA, is a Senior Investment Strategist & Client Advisor at Savant Capital LLC (Illinois).
He has been involved in the financial services industry since 2014.
He joined with Savant in 2023.
He was the director of portfolio management for Bridgeworth from 2021.
Prior to joining Bridgeworth, He was a senior portfolio strategist at a major financial institution, where he oversaw the administration and management of over $1 billion in portfolio assets.
He earned a bachelor of science degree in finance with a concentration in investments and institutions from the University of Alabama at Birmingham.
He is a Chartered Financial Analyst and an active member of the CFA Society of Alabama.
Aktive Positionen von Chip Kalousek
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Analyst-Equity | 01.01.2023 |
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| Private Unternehmen | 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 |
