Brian Niksa
Portefeuillebeheerder-Aandelen bij Capstone Financial Advisors, Inc.
Profiel
Mr. Brian M.
Niksa is a Senior Wealth Advisor & Partner at Capstone Financial Advisors, Inc. Since 2009, he has helped guide clients toward their financial goals.
He uses his industry experience and commitment to clients to create and implement cohesive financial plans, including retirement, estate, and income tax planning.
Prior to joining Capstone, he served at Huron Consulting Group working in their financial valuation division.
He earned his Bachelor of Science in Finance from DePaul University.
Actieve functies van Brian Niksa
Bedrijven | Functie | Begin |
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Capstone Financial Advisors, Inc.
Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions. | Portefeuillebeheerder-Aandelen | 01-02-2009 |
Opleiding van Brian Niksa
DePaul University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 1 |
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Capstone Financial Advisors, Inc.
Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions. | Finance |