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Jack Phelps
Gestor de Cartera-Acciones en Savant Capital LLC (Illinois) .
Cargos activos de Jack Phelps
Empresas | Cargo | Inicio | Fin |
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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. | Gestor de Cartera-Acciones | - | - |
Historial de carrera de Jack Phelps
Antiguos cargos conocidos de Jack Phelps.
Empresas | Cargo | Inicio | Fin |
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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. | Director Ejecutivo | 01/01/2003 | - |
Oficial de Cumplimiento | 01/01/2003 | - | |
Fundador | 01/01/2003 | - | |
Presidente | 01/01/2003 | - |
Formación de Jack Phelps.
Holy Cross College (United Kingdom) | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Reino Unido | 2 |
Operativa
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Founder | 1 |
Sectorial
Finance | 3 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 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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