Tom Ptacin
Gestionnaire de Portefeuille-Actions chez Savant Capital LLC (Illinois)
Profil
Mr. Thomas J.
Ptacin is Financial Advisor at Savant Capital LLC (Illinois).
He has been involved in the financial services industry since 1998.
Prior to joining Savant, Mr. Ptacin held positions in trading and management with a large insurance company.
His strong background in investment operations has been pivotal in the successful execution of trading and other portfolio management and reporting functions at Savant.
He earned a Bachelor of Science degree in Business Administration with an emphasis in Finance and Economics from the University of Wisconsin-Eau Claire.
He has an MBA from the University of Montana, is a Certified Financial Planner professional, Accredited Investment Fiduciary, and a Chartered Retirement Plan Specialist.
Postes actifs de Tom Ptacin
| Sociétés | Poste | Début |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Gestionnaire de Portefeuille-Actions | 01/04/2004 |
Formation de Tom Ptacin
| The University of Montana | Masters Business Admin |
| University of Wisconsin | Undergraduate Degree |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Finance |
