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Steve Carr
Directeur van Onderzoek - Eigen Vermogen bij Peloton Wealth Strategists, Inc.
Actieve functies van Steve Carr
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
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 van Onderzoek - Eigen Vermogen | 01-01-2010 | - | |
Lid van de Investeringscommissie | 01-01-2010 | - | |
Portefeuillebeheerder-Aandelen | - | - |
Loopbaan van Steve Carr
Eerdere bekende functies van Steve Carr
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
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 | - | - |
Opleiding van Steve Carr
Taylor University | Undergraduate Degree |
Loyola University of Chicago | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 7 |
Operationeel
Corporate Officer/Principal | 3 |
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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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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