Perfil
Peter Alex Mallouk is currently President & Chief Executive Officer at Creative Planning LLC since 1998.
He is also Chief Executive Officer at Creative Planning Holdco LLC.
Mr. Mallouk completed undergraduate and graduate degrees at the University of Kansas, including an MBA conferred in 1996.
Cargos activos de Peter Alex Mallouk
| Empresas | Cargo | Inicio |
|---|---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Director Ejecutivo | 01/12/1998 |
Formación de Peter Alex Mallouk.
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
University of Kansas
University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
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