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John McClelland
Gestionnaire de Portefeuille-Actions chez Acropolis Investment Management LLC
Postes actifs de John McClelland
Sociétés | Poste | Début | Fin |
---|---|---|---|
Acropolis Investment Management LLC
![]() Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Gestionnaire de Portefeuille-Actions | 01/06/2017 | - |
Historique de carrière de John McClelland
Anciens postes connus de John McClelland
Sociétés | Poste | Début | Fin |
---|---|---|---|
Duncker, Streett & Co. LLC
![]() Duncker, Streett & Co. LLC Investment ManagersFinance Founded in 1990, Duncker, Street & Co. LLC is a wealth management firm and registered investment advisor located in St. Louis, Missouri. Prior to 1990, when they became an independent firm, Duncker, Streett & Co. was the St. Louis office of Brown Brothers Harriman & Co. In November 2000, the firm became affiliated with WealthTrust LLC, a network of locally managed, fee-based investment advisory companies. In May 2017, Wealthtrust was purchased by Hightower Holding LLC. Duncker, Streett & Co. provides general investment advisory and portfolio management services for individual persons, banking or thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations or similar business entities. The firm is also known as WealthTrust-Duncker Streett. | Gestionnaire de Portefeuille-Actions | 01/10/2013 | 01/05/2017 |
A.G. Edwards & Sons, Inc.
![]() A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | - | - |
Acropolis Investment Management LLC
![]() Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Membre du Comité d'Investissement | 22/12/2010 | - |
Gestionnaire de Portefeuille-Actions | 01/01/2003 | - | |
Portfolio Manager-Fixed Income | 01/01/2003 | - |
Formation de John McClelland
University of Washington | Masters Business Admin |
Yale University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Portfolio Manager-Equities | 3 |
Investment Committee Member | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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Acropolis Investment Management LLC
![]() Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Finance |
A.G. Edwards & Sons, Inc.
![]() A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Duncker, Streett & Co. LLC
![]() Duncker, Streett & Co. LLC Investment ManagersFinance Founded in 1990, Duncker, Street & Co. LLC is a wealth management firm and registered investment advisor located in St. Louis, Missouri. Prior to 1990, when they became an independent firm, Duncker, Streett & Co. was the St. Louis office of Brown Brothers Harriman & Co. In November 2000, the firm became affiliated with WealthTrust LLC, a network of locally managed, fee-based investment advisory companies. In May 2017, Wealthtrust was purchased by Hightower Holding LLC. Duncker, Streett & Co. provides general investment advisory and portfolio management services for individual persons, banking or thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations or similar business entities. The firm is also known as WealthTrust-Duncker Streett. | Finance |
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