![Jack Phelps](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jack Phelps
Gestor de Cartera-Acciones en
Savant Capital LLC (Illinois)
.
Perfil
Mr. John M.
Phelps is a Managing Director & Financial Advisor at Savant Capital LLC (Illinois).
He has been involved in the financial services industry since 1989.
Mr. Phelps was previously employed as a President & Chief Compliance Officer by The Relaxing Retirement Coach, Inc.
He earned a bachelor of arts degree in economics from Holy Cross College in Worcester, MA.
Cargos activos de Jack Phelps
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/07/2023 |
Antiguos cargos conocidos de Jack Phelps.
| Empresas | Cargo | Fin |
|---|---|---|
The Relaxing Retirement Coach, Inc.
 The Relaxing Retirement Coach, Inc. Investment ManagersFinance Provides investment advice | Director Ejecutivo | - |
Formación de Jack Phelps.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
22
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
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 |
The Relaxing Retirement Coach, Inc.
The Relaxing Retirement Coach, Inc. Investment ManagersFinance Provides investment advice | Finance |
Holy Cross College (United Kingdom)
 Holy Cross College (United Kingdom) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Bolsa de valores
- Insiders
- Jack Phelps
