Horan Capital Management
Address: 20 Wight Ave Suite 155, Hunt Valley, MD 21030 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (410) 494-4380Place name: : : : : : Category: Website: : Website: http://www.horancm.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Horan Capital Management Posting publicly on the Web Write a review Reviews Be the first to review
Horan Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Horan Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Horan Capital Management Employees
MatchPoint Group January 2013 - Present
RIA Growth June 2011 - Present
Volt Wealth Management January 2010 - June 2012
Horan Capital Management January 2007 - January 2010
Churchill Management Group 2002 - 2007
TD Ameritrade 2000 - 2002
Skills
Strategy, Sales Management, Investments, Wealth Management, Asset Allocation, Series 63, Series 7, Securities
Education
University of California, Irvine 1989 — 1993
Pinnacle Advisor Solutions August 2015 - Present
Pinnacle Advisory Group January 2012 - July 2015
Pinnacle Advisory Group December 2009 - December 2011
Horan Capital Management November 2007 - December 2008
Berman McAleer, Inc. April 2006 - November 2007
Legg Mason February 2005 - March 2006
Skills
Relationship Management, Business Development, Product Development, Relationship Building, Sales, Salesforce.com, Sales Presentations, Retail Sales, Public Speaking
Education
McDaniel College 1998 — 2003
Bachelor of Arts (B.A.), History
Hereford High School 1994 — 1998
South Food District at Penn State University August 2008 - December 2008
Horan Capital Management May 2008 - August 2008
TGI Fridays May 2007 - August 2007
Manor Tavern Restaurant and Catering May 2004 - August 2005
Education
Penn State University 2005 — 2009
Bachelors, HRIM
Huebel & Associates CPAs, LLC June 2004 - Present
National Society of Tax Professionals October 2012 - Present
Horan Capital Management January 2000 - June 2004
Naden/Lean, LLC 1998 - 1999
Skills
Tax, Financial Advisory, Retail, Attorneys, Restaurants, Sellers, Military, Tax Preparation, Income Tax, Accounting, Small Business, Tax Returns, QuickBooks, Tax Accounting, CPA, Partnership Taxation, Finance, Financial Analysis, Tax Law, Auditing, IRS, S Corporations, Financial Reporting, Financial Accounting, Trusts, Estate Tax Planning, General Ledger, Tax Research, Payroll Taxes, Mergers & Acquisitions, GAAP, Accounts Receivable, Business, Sales Tax, Management Consulting, Cash Flow, Business Development, Accounts Payable, Estate Planning, Payroll, Due Diligence, Account Reconciliation, Strategic Financial..., Bookkeeping, Managerial Finance, Accountants, Business Valuation, Retirement, Corporate Tax, Financial Planning
Education
University of Baltimore 1978 — 1981
Bachelor's degree, Accounting
Horan Capital Management March 2014 - Present
PNC Institutional Investment Group March 2007 - March 2014
Mercantile-Safe Deposit & Trust Company 1987 - 2007
Skills
Wealth Management, Portfolio Management, Mutual Funds, Commercial Banking, Investments, Asset Management, Banking, Financial Services, Commercial Lending, Securities, Investment Strategies, Loans, Risk Management, Financial Analysis, Equities, Finance, Management, Fixed Income, Credit, Capital Markets, Investment Advisory, Retirement Planning, Alternative Investments, High Net Worth..., Strategic Financial..., Mergers & Acquisitions, Small Business Lending, Insurance, Underwriting, Loan Origination, Relationship Management, Credit Analysis, New Business Development, Cash Management, Operations Management, Operating Systems
Education
Gettysburg College 1983 — 1987
BS, Business Administration
AGP Wealth Advisors January 2014 - Present
RIA Growth (Advanced Advisor Consulting) 2011 - 2013
Volt Wealth Management February 2010 - August 2012
Horan Capital Management March 2006 - February 2010
Churchill Management Group 2004 - 2006
TD Ameritrade 2003 - 2004
Charles Schwab 1997 - 2003
Skills
Portfolio Management, Financial Services, Wealth Management, Investments, Trading, Asset Management, Equities, Sales Management, Sales, Relationship Management, Building High..., Sales Rep Training, Consulting, Sales Process, Options Strategies, Management Consulting, Sales Management..., Outside Sales, Registered Investment..., Independent Financial..., Consultative Sales..., Consultative Sales..., Sales Leadership..., Content Writing, Unique Selling..., Executive Coaching, Direct Sales, Performance Management, RIA, series 66, Separately Managed..., Series 7
Education
State University of New York College at Buffalo
BS, Business
Horan Capital Management 2007 - Present
FPA - Maryland Chapter January 2013 - December 2014
T Rowe Price 2003 - 2007
T. Rowe Price 1996 - 2003
Skills
Retirement Planning, Asset Allocation, Public Speaking, Wealth Management, 401k, Investment Advisory, IRA's, Roth IRA, Securities, Financial Planning, Portfolio Strategy, Charitable Giving, Strategic Financial..., Retirement, Asset Management, Financial Advisory, Portfolio Management, Estate Planning, IRAs, Financial Services, Mutual Funds, Investments, Charities
Education
College for Financial Planning 2000 — 2002
Certified Financial Planner
University of Florida 1984 — 1988
B.S., Communications
Logan Business Concepts, Inc. February 2014 - Present
Get on the School Bus Foundation June 2010 - November 2013
Aloro Pet Clinic June 2013 - June 2013
Legal Options Today September 2012 - September 2012
Bankers without Boarders August 2012 - August 2012
National History Bowl April 2011 - April 2011
Horan Capital Management January 2007 - April 2008
Skills
Investments, Microsoft Office, Microsoft Word, PowerPoint, WordPress, Microsoft Excel, Outlook, Finance, Advertising, CRM, Consulting, Marketing, Marketing Strategy, Sales, Customer Service, Leadership, Strategic Planning
Education
Towson University 2005 — 2007
BS, Business Administration, Finance
Prince George's Community College 2003 — 2005
ABA, Business Administration
Horan Capital Management January 2009 - Present
Percival Financial Partners October 2001 - December 2008
Morgan Stanley November 2000 - October 2001
Chapman Capital Management May 1999 - August 2000
Skills
Finance, Portfolio Management, Securities, Series 7, Equities, Investments, Management, Asset Allocation, Leadership, Investment Management
Education
Florida Agricultural and Mechanical University 1993 — 1999
B.S.
Horan Capital Management January 2013 - Present
Pacific Life 2008 - 2012
The Hartford 2007 - 2008
Steben & Company, Inc. January 2005 - January 2007
GRW CAPITAL January 2003 - January 2005
Goldman Sachs 2000 - 2002
Bear Stearns & Co. 1996 - 2000
Skills
Series 6, Series 63, Fixed Annuities, Mutual Funds, Series 7, Insurance, Marketing, Series 65, Life Insurance, Relationship Management, Retirement, 401k, Strategic Financial...
Education
Loyola University Maryland 1991 — 1996
Bachelor of Arts, Communications/Public Relations
Boys' Latin School of Maryland 1987 — 1991