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Historique de carrière de James M. Elliott
Anciens postes connus de James M. Elliott
Sociétés | Poste | Début | Fin |
---|---|---|---|
Peloton Wealth Strategists, Inc.
![]() Peloton Wealth Strategists, Inc. Investment ManagersFinance Peloton Wealth Strategists, Inc. (Peloton) is an independent registered investment advisor and wealth manager headquartered in Indianapolis, Indiana. The firm was founded by James Elliott in 1984 as Elliott & Associates, Inc. Peloton provides financial planning and/or portfolio management services to private individuals, high net worth households, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, and trust programs. | Directeur en chef des Investissements | 01/01/1984 | 28/07/2009 |
Membre du Comité d'Investissement | 01/01/1984 | 28/07/2009 | |
Gestionnaire de Portefeuille-Actions | 01/01/1984 | 28/07/2009 | |
President | 01/01/1984 | 28/07/2009 |
Formation de James M. Elliott
Indiana University | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Chief Investment Officer | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
---|---|
Peloton Wealth Strategists, Inc.
![]() Peloton Wealth Strategists, Inc. Investment ManagersFinance Peloton Wealth Strategists, Inc. (Peloton) is an independent registered investment advisor and wealth manager headquartered in Indianapolis, Indiana. The firm was founded by James Elliott in 1984 as Elliott & Associates, Inc. Peloton provides financial planning and/or portfolio management services to private individuals, high net worth households, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, and trust programs. | Finance |
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