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Jack Phelps
Gestionnaire de Portefeuille-Actions chez Savant Capital LLC (Illinois)
Postes actifs de Jack Phelps
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | - | - |
Historique de carrière de Jack Phelps
Anciens postes connus de Jack Phelps
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Directeur Général | 01/01/2003 | - |
Compliance Officer | 01/01/2003 | - | |
Fondateur | 01/01/2003 | - | |
President | 01/01/2003 | - |
Formation de Jack Phelps
Holy Cross College (United Kingdom) | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Royaume-Uni | 2 |
Opérationnelle
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Founder | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 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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