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Historique de carrière de Chris Jordan
Anciens postes connus de Chris Jordan
Sociétés | Poste | Début | Fin |
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Moneta Group Investment Advisors LLC
![]() Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Gestionnaire de Portefeuille-Actions | 01/01/2010 | 04/01/2019 |
Summit Strategies, Inc. (MO)
![]() Summit Strategies, Inc. (MO) Investment ManagersFinance Founded in 1995, Summit Strategies, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm provides investment consulting and/or other investment advisory services primarily to taxable and tax-exempt plan sponsors such as corporate, governmental and Taft-Hartley employee benefit and retirement plans; endowments; foundations and non-profit corporations; and hospitals and insurance reserves. Summit also provides advice to the Summit Strategic Solutions Funds, the Summit Strategies COI Fund, and the Summit Private Capital Fund, which are private investment funds. | Corporate Officer/Principal | 31/12/2009 | 31/12/2009 |
Formation de Chris Jordan
St. Louis University | Masters Business Admin |
University of Missouri | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Moneta Group Investment Advisors LLC
![]() Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Finance |
Summit Strategies, Inc. (MO)
![]() Summit Strategies, Inc. (MO) Investment ManagersFinance Founded in 1995, Summit Strategies, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm provides investment consulting and/or other investment advisory services primarily to taxable and tax-exempt plan sponsors such as corporate, governmental and Taft-Hartley employee benefit and retirement plans; endowments; foundations and non-profit corporations; and hospitals and insurance reserves. Summit also provides advice to the Summit Strategic Solutions Funds, the Summit Strategies COI Fund, and the Summit Private Capital Fund, which are private investment funds. | Finance |
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