Jim A. Carter
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Perfil
Prior to joining Savan Capital in March of 2009, Mr. Carter served as Wealth Advisor with a Chicago area private banking, trust and investment group where he specialized in serving high net worth individuals and families.
Mr. Carter holds a BA in Business Administration with an emphasis in finance, and an MBA in marketing, both from Michigan State University.
He serves on the Advisory Board of MetroMentors of DuPage, and is a member of the Fox River Valley Estate Planning Council and St. Charles Kiwanis.
Antiguos cargos conocidos de Jim A. Carter.
| Empresas | Cargo | 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 | - |
Formación de Jim A. Carter.
| Michigan State University | Masters Business Admin |
Experiencias
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| Empresas privadas | 1 |
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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. | Finance |
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