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Steve Carr
Directeur de la Recherche - Actions chez Peloton Wealth Strategists, Inc.
Postes actifs de Steve Carr
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. | Analyst-Equity | 01/01/2010 | - |
Directeur de la Recherche - Actions | 01/01/2010 | - | |
Membre du Comité d'Investissement | 01/01/2010 | - | |
Gestionnaire de Portefeuille-Actions | - | - |
Historique de carrière de Steve Carr
Anciens postes connus de Steve Carr
Sociétés | Poste | Début | Fin |
---|---|---|---|
Winthrop Capital Management LLC
![]() Winthrop Capital Management LLC Investment ManagersFinance Winthrop Capital Management LLC (WCM) is an independent, SEC-registered investment advisor headquartered in Carmel, Indiana. The firm was founded by Gregory J. Hahn in 2007. WCM specializes in the management of equity, high-grade and high yield fixed income portfolio management for both institutional and individual investors. | Corporate Officer/Principal | 31/12/2009 | 31/12/2009 |
Roberts, Glore & Co., Inc.
![]() Roberts, Glore & Co., Inc. Investment ManagersFinance Roberts, Glore & Co., Inc. (RGCO) is an independent registered investment advisor and wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by William J. O. Roberts and James D. MacDonald in 1984. RGCO provides investment advice to individuals, high-net-worth individuals, trusts, family offices, corporate pensions or profit-sharing plans, and non-profit or charitable organizations. | Corporate Officer/Principal | - | - |
Goelzer Investment Management, Inc.
![]() Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients. | Corporate Officer/Principal | - | - |
Formation de Steve Carr
Taylor University | Undergraduate Degree |
Loyola University of Chicago | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Corporate Officer/Principal | 3 |
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
---|---|
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 |
Goelzer Investment Management, Inc.
![]() Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients. | Finance |
Roberts, Glore & Co., Inc.
![]() Roberts, Glore & Co., Inc. Investment ManagersFinance Roberts, Glore & Co., Inc. (RGCO) is an independent registered investment advisor and wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by William J. O. Roberts and James D. MacDonald in 1984. RGCO provides investment advice to individuals, high-net-worth individuals, trusts, family offices, corporate pensions or profit-sharing plans, and non-profit or charitable organizations. | Finance |
Winthrop Capital Management LLC
![]() Winthrop Capital Management LLC Investment ManagersFinance Winthrop Capital Management LLC (WCM) is an independent, SEC-registered investment advisor headquartered in Carmel, Indiana. The firm was founded by Gregory J. Hahn in 2007. WCM specializes in the management of equity, high-grade and high yield fixed income portfolio management for both institutional and individual investors. | Finance |
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