![Theresa Ann Harezlak](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>)
Theresa Ann Harezlak
Gestionnaire de Portefeuille-Actions chez
Savant Capital LLC (Illinois)
Profil
Ms. Theresa A. Harezlak is Financial Advisor at Savant Capital LLC (Illinois).
She has been involved in the financial services industry since 1988.
Prior to joining Savant, Ms. Harezlak spent 19 years with a local trust and investment group where she served as a Vice President specializing in high net worth individuals and corporate retirement plans.
She has experience in asset management, personal trusts, corporate retirement plans, insurance, banking, and all aspects of the wealth management planning process.
She earned a Bachelor of Arts in Business Administration from the University of Iowa.
She is a Certified Financial Planner Professional, a Certified Divorce Financial Analyst, and a graduate of the College of Financial Planning.
Postes actifs de Theresa Ann Harezlak
| 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 | 01/09/2007 |
Formation de Theresa Ann Harezlak
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
2
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Iowa
 University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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 |
