Pete C. Jelacic
Plus aucun poste en cours
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 Investment Services of America, Inc. (Capital) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1981, Capital provides independent investment counsel to high-net-worth individuals, trusts, businesses, and charitable organizations throughout the US. | Analyst-Equity | 30/04/2009 |
Formation de Pete C. Jelacic
| Marquette University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Capital Investment Services of America, Inc.
Capital Investment Services of America, Inc. Investment ManagersFinance Capital Investment Services of America, Inc. (Capital) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1981, Capital provides independent investment counsel to high-net-worth individuals, trusts, businesses, and charitable organizations throughout the US. | Finance |
