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 |
|---|---|---|
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Marktstratege | 01.01.2015 |
Ausbildung von Kevin Thomas Fieldman
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Purdue University
Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Finance |
















