Profiel
Mr. Alan K.
Creech is the Chief Investment Officer of Cedar Creek Securities.
He manages all aspects of the investment process including seven strategies under the Managed Asset Allocation Program (M.A.A.P.), and five separately managed account portfolios internally referred to as their Proprietary Equity Portfolios (P.E.P.).
Prior to joining Cedar Creek Securities, Mr. Creech worked for eight years as both an analyst and fund manager at BMO Asset Management Group (formally M&I Bank).
Mr. Creech holds a B.S.
degree from the University of Tennessee in Economics/Finance, and a M.B.A.
from Wayne State University.
Eerdere bekende functies van Alan K. Creech
Bedrijven | Functie | Einde |
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Cedar Creek Securities, Inc.
Cedar Creek Securities, Inc. Investment ManagersFinance Founded in 2010, Cedar Creek Securities, Inc. is a registered investment adviser located in Milwaukee, Wisconsin. | Chief Investment Officer | 31-03-2014 |
Harris Investment Management, Inc.
Harris Investment Management, Inc. Investment ManagersFinance Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios. | Portefeuillebeheerder-Aandelen | 28-02-2012 |
JPMorgan Investment Advisors, Inc. | Analyst-Equity | 30-08-2004 |
Emerging Growth Equities Ltd.
Emerging Growth Equities Ltd. Investment Banks/BrokersFinance Founded in 1999 by Gregory Berlacher, Emerging Growth Equities Ltd. is a full service investment banking and brokerage firm located in located in King of Prussia, Pennsylvania. The firm focuses on small-cap, emerging technology companies in high growth industries including: medical technology, healthcare services, semiconductor design and engineering, software products and consulting services and special situations. Emerging Growth Equities is a member of the NASD and the SIPC. | Corporate Officer/Principal | - |
Banc One Investment Advisors
Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Analyst-Equity | 28-02-2000 |
Opleiding van Alan K. Creech
Wayne State University (Michigan) | Masters Business Admin |
University of Tennessee | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 6 |
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Emerging Growth Equities Ltd.
Emerging Growth Equities Ltd. Investment Banks/BrokersFinance Founded in 1999 by Gregory Berlacher, Emerging Growth Equities Ltd. is a full service investment banking and brokerage firm located in located in King of Prussia, Pennsylvania. The firm focuses on small-cap, emerging technology companies in high growth industries including: medical technology, healthcare services, semiconductor design and engineering, software products and consulting services and special situations. Emerging Growth Equities is a member of the NASD and the SIPC. | Finance |
Cedar Creek Securities, Inc.
Cedar Creek Securities, Inc. Investment ManagersFinance Founded in 2010, Cedar Creek Securities, Inc. is a registered investment adviser located in Milwaukee, Wisconsin. | Finance |
Harris Investment Management, Inc.
Harris Investment Management, Inc. Investment ManagersFinance Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios. | Finance |
Banc One Investment Advisors
Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Finance |
JPMorgan Investment Advisors, Inc. | Finance |
OLDE Discount Corp.
OLDE Discount Corp. Investment Banks/BrokersFinance OLDE Discount Corp. provides securities brokerage services. The private company is based in Detroit, MI. | Finance |