Brian Patrick Conroy
Gestionnaire de Portefeuille-Actions chez Savant Capital LLC (Illinois)
Profil
Mr. Brian P.
Conroy is a Financial Advisor & Regional Director at Savant Capital LLC (Illinois).
He has been involved in the financial services industry since 1993.
Prior to joining Savant, he held management positions with several large regional banks.
He trained advisors, registered investment representatives, and insurance agents.
He was also the founding principal of a fee-only financial planning firm based in Schaumburg, IL.
He has taught financial planning courses for the Northwestern University Certified Financial Planner Certification Education Program.
He earned a Bachelor of Arts degree in Marketing from North Central University.
He also completed DePaul University’s certificate program in financial planning and is a Certified Financial Planner professional, a Chartered Retirement Plans Specialist, and an Accredited Investment Fiduciary.
Postes actifs de Brian Patrick Conroy
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/10/2003 |
Formation de Brian Patrick Conroy
| North Central College | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
