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Pete C. Jelacic
Plus aucun poste en cours
Finance
Consumer Services
Profil
Mr. Pete C.
Jelacic is Wealth Manager at SVA Plumb Wealth Management LLC (formerly SVA Wealth Management, Inc).
Prior to joining the SVA Plumb Wealth Management, he was Principal at Capital Investment Services of America.
He has more than twenty five years experience in the financial industry.
Mr. Jelacic received Bachelor of Science in Business Administration from Marquette University.
He also holds CFP designation.
Anciens postes connus de Pete C. Jelacic
| Sociétés | Poste | Fin |
|---|---|---|
Capital Investment Services of America, Inc.
 Capital Investment Services of America, Inc. Investment ManagersFinance Capital seeks to reduce volatility and provide consistent total returns through investments in high quality sustainable-growth equities and intermediate-term fixed-income securities. The firm employs a long-term, growth-oriented equity investment approach. Their equity selection process would be better characterized as bottoms-up. Capital’s fixed-income approach focuses on investments exclusively in high-quality bonds. To control risk, they invest in bonds with an intermediate maturity of 1 to 10 years. | Analyst-Equity | 30/04/2009 |
Formation de Pete C. Jelacic
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Capital Investment Services of America, Inc.
Capital Investment Services of America, Inc. Investment ManagersFinance Capital seeks to reduce volatility and provide consistent total returns through investments in high quality sustainable-growth equities and intermediate-term fixed-income securities. The firm employs a long-term, growth-oriented equity investment approach. Their equity selection process would be better characterized as bottoms-up. Capital’s fixed-income approach focuses on investments exclusively in high-quality bonds. To control risk, they invest in bonds with an intermediate maturity of 1 to 10 years. | Finance |
Marquette University
 Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
