Kevin Thomas Fieldman
Marktstratege bei CapFinancial Partners LLC
Profil
Mr. Kevin T.
Fieldman is an Investment Strategist at CapFinancial Partners LLC.
He is responsible for the oversight of asset allocation.
Prior to joining the firm, Mr. Fieldman served as a director with Transamerica Retirement Solutions, and he has worked in the industry since 1991.
He received Bachelor of Science degree in financial planning and counseling from Purdue University and Master of Business Administration degree in marketing from St. Xavier University
Aktive Positionen von Kevin Thomas Fieldman
Unternehmen | Position | Beginn |
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CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Marktstratege | 01.01.2015 |
Ausbildung von Kevin Thomas Fieldman
Purdue University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |