Kostya Etus
Chief Investment Officer bei Dynamic Advisor Solutions LLC
Aktive Positionen von Kostya Etus
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC Investment ManagersFinance Dynamic Advisor Solutions LLC, dba Dynamic Wealth Advisors (Dynamic), is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Jim Cannon in 2008 and is wholly-owned by DWA Management LLC, which is owned by Cannon Family Trust. Dynamic offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit-sharing plans and businesses through affiliated investment advisor representatives. | Chief Investment Officer | 01.03.2023 | - |
Marktstratege | 01.07.2021 | 01.03.2023 |
Karriereverlauf von Kostya Etus
Ehemalige bekannte Positionen von Kostya Etus
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Orion Portfolio Solutions LLC (Old)
Orion Portfolio Solutions LLC (Old) Investment ManagersFinance Orion Portfolio Solutions LLC (OPS) is a wealth management firm headquartered in Omaha, Nebraska. The firm was founded in 2001 and is a subsidiary of Orion Advisor Technology LLC. OPS provides investment management and recordkeeping services to individuals, pensions and profit-sharing plans, trusts, estates or charitable organizations. | Forschungsdirektor - Fxd Inc | 01.03.2020 | 01.06.2021 |
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Analyst-Equity | 01.01.2013 | 01.01.2016 |
Trading-Equity | 01.04.2011 | 01.01.2013 | |
Mitglied des Investmentausschusses | 01.04.2011 | 01.03.2020 | |
Portfolio Manager-Aktien | 01.01.2016 | 01.03.2020 | |
LeaseTeam, Inc.
LeaseTeam, Inc. Packaged SoftwareTechnology Services LeaseTeam, Inc. provides software solutions and services. It offers origination management/pricing, credit adjudication, document management, booking preparation, portfolio management, portfolio servicing, compliance and risk management, reporting and analytic tools. Its services include business, technical, ASP solutions, request information and cloud solutions. The company was founded by Russell F. Hallberg and Randy Haug in 1989 and is headquartered in San Omaha, NE. | Corporate Officer/Principal | 01.07.2007 | 28.02.2009 |
Ausbildung von Kostya Etus
University of Nebraska Omaha | Undergraduate Degree |
Creighton University | Graduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Analyst-Equity | 1 |
Trading-Equity | 1 |
Investment Committee Member | 1 |
Sektoral
Finance | 4 |
Consumer Services | 3 |
Technology Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
---|---|
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
LeaseTeam, Inc.
LeaseTeam, Inc. Packaged SoftwareTechnology Services LeaseTeam, Inc. provides software solutions and services. It offers origination management/pricing, credit adjudication, document management, booking preparation, portfolio management, portfolio servicing, compliance and risk management, reporting and analytic tools. Its services include business, technical, ASP solutions, request information and cloud solutions. The company was founded by Russell F. Hallberg and Randy Haug in 1989 and is headquartered in San Omaha, NE. | Technology Services |
Orion Portfolio Solutions LLC (Old)
Orion Portfolio Solutions LLC (Old) Investment ManagersFinance Orion Portfolio Solutions LLC (OPS) is a wealth management firm headquartered in Omaha, Nebraska. The firm was founded in 2001 and is a subsidiary of Orion Advisor Technology LLC. OPS provides investment management and recordkeeping services to individuals, pensions and profit-sharing plans, trusts, estates or charitable organizations. | Finance |
Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC Investment ManagersFinance Dynamic Advisor Solutions LLC, dba Dynamic Wealth Advisors (Dynamic), is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Jim Cannon in 2008 and is wholly-owned by DWA Management LLC, which is owned by Cannon Family Trust. Dynamic offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit-sharing plans and businesses through affiliated investment advisor representatives. | Finance |
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