John Peart work email
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After spending seven years in the oil and gas business, I left the trading floor of Conocophillips to pursue a career as an investment advisor. In 2007, I merged with Geoff White and Aaron Matheny to form Capital Strategies Group. CSG is a fee-only asset management firm in Tempe, Arizona. Our clients range from business owners to retirees. Our portfolios combine traditional investments with the non-traditional. We mange IRA's, 401(K)'s, foundations, trusts, and non-qualified monies. We offer estate & tax planning solutions to all our clients. Our firm has established professional alliances with CPA's and estate planning attorney's to better serve our clients.Specialties: Investments offered: deeds of trust, commodities, absolute return, private placements, real estate, stocks, & bonds.
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PresidentJpjw Ventures LlcLaguna Niguel, Ca, Us
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Executive Vice President, Capital And RegulatoryCrew Enterprises Mar 2024 - PresentAliso Viejo, California, United States -
Vice President Of Liquid AssetsEntrepreneurial Corporate Group Feb 2015 - Feb 2024Newport Beach, California, United States
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Partner/Chief Investment OfficerCapital Strategies Group Jan 2003 - Feb 2015Tempe, AzBuilt a thriving investment advisory business from nothing. My expertise is in analyzing investments and building portfolios. We currently manage $60 million in client assets.
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Risk ManagementConocophillips Jan 2001 - Jan 2003Tempe, AzSupervised a team of five analysts to monitor all trading activities of clean product traders. Produced daily P&L for each trader and roll-up of clean products. Analyzed future positions with daily mark-to-market numbers. -
Sr. Pricing AnalystTosco Corporation Sep 1998 - Jan 2001Tempe, AzPriced gasoline and diesel fuel to wholesale customers throughout the United States. Our goal was to maximize profitability through the correct mix of volume and margin. Consulted daily with field representatives as to pricing in their territories. Worked with consultants to develop a proprietary pricing software for all of retail fuel pricing.
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Financial AnalystUnocal Corporation Jun 1996 - Sep 1998Costa Mesa, CaMy first position out of business school was to analyze capex projects for the retail gasoline stations for the 76 brand. I analyzed each potential project using IRR, NPV, and ROI calculations. In order to validate the numbers I used for my calculations, I performed regression analysis and Monte Carlo simulations to add legitimacy to my work.
John Peart Skills
John Peart Education Details
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Finance -
Communications, Business, Spanish
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Los Altos Elementary, Newton Jr., And Los Altos High School
Frequently Asked Questions about John Peart
What company does John Peart work for?
John Peart works for Jpjw Ventures Llc
What is John Peart's role at the current company?
John Peart's current role is President.
What is John Peart's email address?
John Peart's email address is jo****@****ers.com
What is John Peart's direct phone number?
John Peart's direct phone number is +148089*****
What schools did John Peart attend?
John Peart attended Brigham Young University, Brigham Young University, Los Altos Elementary, Newton Jr., And Los Altos High School.
What are some of John Peart's interests?
John Peart has interest in Poverty Alleviation, Most Sports (Not A Big Hockey Fan), Non Fiction, Reading Fiction.
What skills is John Peart known for?
John Peart has skills like Investments, Management, Finance, Portfolio Management, Asset Management, Strategic Planning, Analysis, Risk Management, Trading, Financial Analysis, Leadership, Asset Managment.
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4fujifilmdiosynth.com, ncsu.edu, duke.edu, fujifilmdb.com3 +197945XXXXX
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2me.com, dimdev.com1 (318) 3XXXXXXX
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John Peart
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