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Jack Phelps
Portfolio Manager-Aktien bei Savant Capital LLC (Illinois)
Aktive Positionen von Jack Phelps
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Portfolio Manager-Aktien | - | - |
Karriereverlauf von Jack Phelps
Ehemalige bekannte Positionen von Jack Phelps
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
The Relaxing Retirement Coach, Inc.
![]() The Relaxing Retirement Coach, Inc. Investment ManagersFinance The Relaxing Retirement Coach, Inc. is a private company that helps individuals transition to a financially independent retirement. The Relaxing Retirement Coach is based in Wellesley, MA. The company believes that people deserve to spend their retirement doing what they want to do, not what they have to do. The company was founded in 2003 by John Michael Phelps, who has been the CEO since then. | Vorstandsvorsitzender | 01.01.2003 | - |
Compliance Officer | 01.01.2003 | - | |
Gründer | 01.01.2003 | - | |
Präsident | 01.01.2003 | - |
Ausbildung von Jack Phelps
Holy Cross College (United Kingdom) | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Vereinigtes Königreich | 2 |
Operativ
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Founder | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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The Relaxing Retirement Coach, Inc.
![]() The Relaxing Retirement Coach, Inc. Investment ManagersFinance The Relaxing Retirement Coach, Inc. is a private company that helps individuals transition to a financially independent retirement. The Relaxing Retirement Coach is based in Wellesley, MA. The company believes that people deserve to spend their retirement doing what they want to do, not what they have to do. The company was founded in 2003 by John Michael Phelps, who has been the CEO since then. | Finance |
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 |
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