Profil
Mr. Daryl R.
Dagit is a Financial Advisor & Market Manager at Savant Capital LLC (Illinois).
He has been involved with financial planning and asset management since 1986.
He is a member of the National Association of Personal Financial Advisors, the Estate Planning Council of Central Illinois, and the Financial Planning Association.
He is the treasurer for the Pekin to Peoria St. Jude Run, and treasurer and usher for St. John’s Church in Pekin.
He is a board member for the ISU College of Business Institute for Financial Planning and Analysis, treasurer for the Peoria Symphony Orchestra, and a mayor-appointed member of the Pekin Planning Committee.
Prior to joining Savant, Mr. Dagit was a financial advisor with a national investment group for 18 years.
He also held positions as a branch manager, regional training manager, and district manager.
He earned a Bachelor of Science degree in Finance from Illinois State University.
He is a Certified Financial Planner professional, a Chartered Retirement Plans Specialist, and a Certified Estate Planner.
Aktive Positionen von Daryl Roy Dagit
| Unternehmen | Position | Beginn |
|---|---|---|
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Portfolio Manager-Aktien | 01.06.2010 |
Peoria Symphony Orchestra
Peoria Symphony Orchestra Movies/EntertainmentConsumer Services Provides orchestra services | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von Daryl Roy Dagit
| Unternehmen | Position | Ende |
|---|---|---|
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Corporate Officer/Principal | 31.05.2010 |
OneMain Financial, Inc.
OneMain Financial, Inc. Finance/Rental/LeasingFinance Provides consumer finance services | Corporate Officer/Principal | 30.04.2007 |
Ausbildung von Daryl Roy Dagit
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Illinois State University
Illinois State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Finance |
Peoria Symphony Orchestra
Peoria Symphony Orchestra Movies/EntertainmentConsumer Services Provides orchestra services | Consumer Services |
OneMain Financial, Inc.
OneMain Financial, Inc. Finance/Rental/LeasingFinance Provides consumer finance services | Finance |
















