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Doug Ciocca
Vorstandsvorsitzender bei Kavar Capital Partners Group LLC
Aktive Positionen von Doug Ciocca
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Kavar Capital Partners Group LLC
![]() Kavar Capital Partners Group LLC Investment ManagersFinance Kavar Capital Partners Group LLC (KCP) is a SEC-registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm is a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). KCP provides advisory services to individuals and businesses. | Vorstandsvorsitzender | 01.01.2021 | - |
Karriereverlauf von Doug Ciocca
Ehemalige bekannte Positionen von Doug Ciocca
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Kavar Capital Partners LLC
![]() Kavar Capital Partners LLC Investment ManagersFinance Kavar Capital Partners LLC is a financial advisory firm founded in 2011. The private company is based in Leawood, KS. Kavar Capital Partners has developed a business continuity plan to respond to events that may disrupt their business. The company has taken steps to mitigate business disruption from various disasters, including environmental, organized, equipment, utility, security, or transportation-related. The company provides services to clients, and the fees they charge are outlined in the client relationship summary (ADV Part 3), a document designed by the Securities and Exchange Commission (SEC) to assist clients in understanding the services provided by advisors in the industry. | Vorstandsvorsitzender | 01.01.2011 | 01.12.2020 |
Portfolio Manager-Aktien | 01.01.2011 | 01.12.2020 | |
Weldon Capital Management Ltd.
![]() Weldon Capital Management Ltd. Investment ManagersFinance Weldon Capital Management Ltd., the advisor to the Weldon Equity & Income Fund, is a registered investment advisor based in Leawood, Kansas. The firm is a subsidiary of Financial Advisory Service, Inc. | Chief Investment Officer | - | 02.04.2007 |
Direktor der Forschung - Eigenkapital | - | 02.04.2007 | |
Portfolio Manager-Aktien | - | 02.04.2007 | |
Präsident | - | 02.04.2007 |
Ausbildung von Doug Ciocca
The University of Chicago Booth School of Business | Masters Business Admin |
University of Notre Dame | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 2 |
Chief Investment Officer | 1 |
Sektoral
Finance | 4 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
Weldon Capital Management Ltd.
![]() Weldon Capital Management Ltd. Investment ManagersFinance Weldon Capital Management Ltd., the advisor to the Weldon Equity & Income Fund, is a registered investment advisor based in Leawood, Kansas. The firm is a subsidiary of Financial Advisory Service, Inc. | Finance |
Kavar Capital Partners LLC
![]() Kavar Capital Partners LLC Investment ManagersFinance Kavar Capital Partners LLC is a financial advisory firm founded in 2011. The private company is based in Leawood, KS. Kavar Capital Partners has developed a business continuity plan to respond to events that may disrupt their business. The company has taken steps to mitigate business disruption from various disasters, including environmental, organized, equipment, utility, security, or transportation-related. The company provides services to clients, and the fees they charge are outlined in the client relationship summary (ADV Part 3), a document designed by the Securities and Exchange Commission (SEC) to assist clients in understanding the services provided by advisors in the industry. | Finance |
Kavar Capital Partners Group LLC
![]() Kavar Capital Partners Group LLC Investment ManagersFinance Kavar Capital Partners Group LLC (KCP) is a SEC-registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm is a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). KCP provides advisory services to individuals and businesses. | Finance |
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