Jack Phelps
Gestionnaire de Portefeuille-Actions chez Savant Capital LLC (Illinois)
Provenance du réseau au premier degré de Jack Phelps
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
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.
28
| Subsidiary | Investment Managers | 28 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jack Phelps via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rockford University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
Savant Wealth Management LLC
 Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
| Bradley University | College/University | Undergraduate Degree | |
| Valparaiso University | College/University | Graduate Degree | |
| National Association of Personal Financial Advisors | Director/Board Member | ||
| The University of Montana | College/University | Masters Business Admin | |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Corporate Officer/Principal | |
| Edgewood College | College/University | Masters Business Admin | |
| Truman State University | College/University | Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree | |
| Mississippi State University | College/University | Undergraduate Degree | |
| The University of Alabama | College/University | Masters Business Admin | |
| Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
| Lebanon Valley College | College/University | Masters Business Admin | |
| University of Illinois Springfield | College/University | Undergraduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Illinois College of Medicine | College/University | Doctorate Degree | |
Discovery Center Museum of Rockford, Inc.
 Discovery Center Museum of Rockford, Inc. Other Consumer ServicesConsumer Services Discovery Center Museum of Rockford, Inc. owns and operates children's science museum. The firm's exhibits relate to science, technology, engineering & math. The company was founded in 1981 and is headquartered in Rockford, IL. | Other Consumer Services | President | |
| University of San Diego | College/University | Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin | |
Illinois Certified Public Accountants Society
 Illinois Certified Public Accountants Society Miscellaneous Commercial ServicesCommercial Services The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998. | Miscellaneous Commercial Services | President | |
Vistage International, Inc.
 Vistage International, Inc. Personnel ServicesCommercial Services Vistage International, Inc. engages in the provision of human resources consulting services. It offers executive leadership programs and business coaching to chief executives and business leaders. It also provides chief executive leadership, small business training, key executive coaching, trusted advisor executive, and inside leadership development programs. The company was founded in 1957 and is headquartered in San Diego, CA. | Personnel Services | Corporate Officer/Principal | |
SCMI, Inc.
 SCMI, Inc. Engineering & ConstructionIndustrial Services SCMI, Inc. provides investment advisory services. The company is headquartered in Rockford, IL. | Engineering & Construction | President | |
Lumiant Pty Ltd.
 Lumiant Pty Ltd. Packaged SoftwareTechnology Services Lumiant Pty Ltd. is a cloud-based advice and client engagement platform that connects clients and their advisors around their lives, values, and finances. The company is based in Sydney, AU. The platform helps clients make better choices and live their best lives confidently. Lumiant removes key person dependency through its software-supported advice process, creating a memorable, measurable, and repeatable process that anyone can deliver. and has subsidiaries in the United States. Lumiant was founded by Santiago Burridge and Chris Dadej, and Santiago Burridge has been the CEO since incorporation. | Packaged Software | Director/Board Member | |
| Augsburg College | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree | |
Forest Hills Country Club, Inc.
 Forest Hills Country Club, Inc. Movies/EntertainmentConsumer Services Forest Hills Country Club, Inc. operates as a club, provides services. The company is headquartered in Clarkson Valley, MO. | Movies/Entertainment | Sales & Marketing | |
| The American College of Financial Services | College/University | Graduate Degree | |
| North Central College | College/University | Undergraduate Degree | |
| Illinois State University | College/University | Undergraduate Degree | |
OneMain Financial, Inc.
 OneMain Financial, Inc. Finance/Rental/LeasingFinance OneMain Financial, Inc. provides consumer finance services. It offers unsecured and secured personal loans. The firm offers loans for debt consolidation, unexpected expenses, home improvements, weddings, family events and travel expenses. The company was founded by Alexander Duncan in 1912 and is headquartered in Baltimore, MD. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Beloit College | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 44 |
| Allemagne | 2 |
| Australie | 2 |
Sectorielle
| Consumer Services | 28 |
| Finance | 11 |
| Commercial Services | 5 |
| Health Services | 2 |
| Industrial Services | 2 |
Opérationnelle
| Undergraduate Degree | 26 |
| Portfolio Manager-Equities | 23 |
| Corporate Officer/Principal | 14 |
| Analyst-Equity | 7 |
| Masters Business Admin | 7 |
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