![Jack Phelps](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jack Phelps
Gestionnaire de Portefeuille-Actions chez
Savant Capital LLC (Illinois)
Profil
Mr. John M.
Phelps is a Managing Director & Financial Advisor at Savant Capital LLC (Illinois).
He has been involved in the financial services industry since 1989.
Mr. Phelps was previously employed as a President & Chief Compliance Officer by The Relaxing Retirement Coach, Inc.
He earned a bachelor of arts degree in economics from Holy Cross College in Worcester, MA.
Postes actifs de Jack Phelps
| Sociétés | Poste | Début |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Gestionnaire de Portefeuille-Actions | 01/07/2023 |
Anciens postes connus de Jack Phelps
| Sociétés | Poste | Fin |
|---|---|---|
The Relaxing Retirement Coach, Inc.
 The Relaxing Retirement Coach, Inc. Investment ManagersFinance Provides investment advice | Directeur Général | - |
Formation de Jack Phelps
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
22
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Finance |
The Relaxing Retirement Coach, Inc.
The Relaxing Retirement Coach, Inc. Investment ManagersFinance Provides investment advice | Finance |
Holy Cross College (United Kingdom)
 Holy Cross College (United Kingdom) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
