Doug Ciocca
Directeur Général chez Kavar Capital Partners Group LLC
Profil
Mr. Douglas G.
Ciocca is a Chief Executive Officer & Partner at Kavar Capital Partners Group LLC.
He has over 25 years of experience in the field of investments and portfolio management.
He specializes in designing asset allocation strategies for individual and institutional clients.
Mr. Ciocca was previously employed as a Chief Executive Officer & Partner by Kavar Capital Partners LLC and a Chief Executive Officer by Weldon Capital Management Ltd.
He received his undergraduate degree from the University of Notre Dame and an MBA from The University of Chicago Booth School of Business.
Postes actifs de Doug Ciocca
| Sociétés | Poste | Début |
|---|---|---|
Kavar Capital Partners Group LLC
 Kavar Capital Partners Group LLC Investment ManagersFinance Kavar Capital Partners Group LLC (KCP) is a SEC-registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm is a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). KCP provides advisory services to individuals and businesses. | Directeur Général | 01/01/2021 |
Anciens postes connus de Doug Ciocca
| Sociétés | Poste | Fin |
|---|---|---|
Kavar Capital Partners LLC
 Kavar Capital Partners LLC Investment ManagersFinance Kavar Capital Partners LLC is a financial advisory firm founded in 2011. The private company is based in Leawood, KS. Kavar Capital Partners has developed a business continuity plan to respond to events that may disrupt their business. The company has taken steps to mitigate business disruption from various disasters, including environmental, organized, equipment, utility, security, or transportation-related. The company provides services to clients, and the fees they charge are outlined in the client relationship summary (ADV Part 3), a document designed by the Securities and Exchange Commission (SEC) to assist clients in understanding the services provided by advisors in the industry. | Directeur Général | 01/12/2020 |
Weldon Capital Management Ltd.
 Weldon Capital Management Ltd. Investment ManagersFinance Weldon Capital Management Ltd., the advisor to the Weldon Equity & Income Fund, is a registered investment advisor based in Leawood, Kansas. The firm is a subsidiary of Financial Advisory Service, Inc. | Directeur de la Recherche - Actions | 02/04/2007 |
Formation de Doug Ciocca
| The University of Chicago Booth School of Business | Masters Business Admin |
| University of Notre Dame | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Weldon Capital Management Ltd.
Weldon Capital Management Ltd. Investment ManagersFinance Weldon Capital Management Ltd., the advisor to the Weldon Equity & Income Fund, is a registered investment advisor based in Leawood, Kansas. The firm is a subsidiary of Financial Advisory Service, Inc. | Finance |
Kavar Capital Partners LLC
Kavar Capital Partners LLC Investment ManagersFinance Kavar Capital Partners LLC is a financial advisory firm founded in 2011. The private company is based in Leawood, KS. Kavar Capital Partners has developed a business continuity plan to respond to events that may disrupt their business. The company has taken steps to mitigate business disruption from various disasters, including environmental, organized, equipment, utility, security, or transportation-related. The company provides services to clients, and the fees they charge are outlined in the client relationship summary (ADV Part 3), a document designed by the Securities and Exchange Commission (SEC) to assist clients in understanding the services provided by advisors in the industry. | Finance |
Kavar Capital Partners Group LLC
Kavar Capital Partners Group LLC Investment ManagersFinance Kavar Capital Partners Group LLC (KCP) is a SEC-registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm is a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). KCP provides advisory services to individuals and businesses. | Finance |
