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Sakis Sotirios Salas
Analyst-Equity på
Acropolis Investment Management LLC
Profil
Mr. Sakis S.
Salas is a Senior Portfolio Manager at Acropolis Investment Management LLC.
He joined the firm in 2006 and he works with his clients to identify their long-term wealth objectives and crafts appropriate investment strategies including cash-flow management, liability and insurance analysis, tax and estate planning, Medicare and Social Security planning, charitable gifting strategies and asset placement.
He is also a member of our Investment Committee.
He has over 25 years of experience in the financial services industry.
He is also a member of the Financial Planning Association of the Greater St. Louis Area.
Mr. Salas worked at Charles Schwab & Co. as an Investment Consultant and First Tennessee Wealth Management as a Vice President/Investment Officer.
He earned his B.S.B.A. from the University of Missouri, St. Louis and is a CFP professional.
Aktiva positioner av Sakis Sotirios Salas
| Företag | Position | Start |
|---|---|---|
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation. | Analyst-Equity | 2006-01-01 |
Tidigare kända positioner av Sakis Sotirios Salas
| Företag | Position | Slut |
|---|---|---|
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Företagsledare/Principal | 1999-09-30 |
Morgan Stanley Dean Witter
 Morgan Stanley Dean Witter Regional BanksFinance Financial service firm. | Företagsledare/Principal | 1998-12-31 |
First Tennessee Brokerage, Inc.
 First Tennessee Brokerage, Inc. Investment Banks/BrokersFinance Provides brokerage services | Företagsledare/Principal | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Företagsledare/Principal | - |
Sakis Sotirios Salass utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
64
Första gradens relationer
6
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 6 |
|---|---|
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Finance |
First Tennessee Brokerage, Inc.
First Tennessee Brokerage, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
University of Missouri
 University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation. | Finance |
Morgan Stanley Dean Witter
Morgan Stanley Dean Witter Regional BanksFinance Financial service firm. | Finance |
