Horan Capital Management

Description

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

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Horan Capital Management Employees

Employee
Years
Job
Industry
Paul Tracey Paul Tracey Greater San Diego Area Details
Paul Tracey's Horan Capital Management Experience January 2007 - January 2010
Job Principal, Founder at Matchpoint Group
Industry Financial Services
Experience
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

Tim Mascari Tim Mascari Columbia, Maryland Details
Tim Mascari's Horan Capital Management Experience November 2007 - December 2008
Job Providing Viable Business Continuity and Succession Solutions for Advisors by Advisors.
Industry Financial Services
Experience
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

Jessica Kwicien Jessica Kwicien Baltimore, Maryland Area Details
Jessica Kwicien's Horan Capital Management Experience May 2008 - August 2008
Job Hospitality Professional
Industry Hospitality
Experience
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

Keith Huebel, CPA Keith Huebel, CPA Bel Air, Maryland Details
Keith Huebel, CPA's Horan Capital Management Experience January 2000 - June 2004
Job Owner Huebel & Assoc CPA's, LLC; Vice Pres National Society of Tax Professionals
Industry Accounting
Experience
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

Matt Rockstroh Matt Rockstroh Baltimore, Maryland Area Details
Matt Rockstroh's Horan Capital Management Experience March 2014 - Present
Job Chief Operating Officer at Horan Capital Management
Industry Financial Services
Experience
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

Griffin Meyers Griffin Meyers Greater Seattle Area Details
Griffin Meyers's Horan Capital Management Experience March 2006 - February 2010
Job Chief Operating Officer at AGP Wealth Advisors
Industry Financial Services
Experience
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

Jay Schuman, CFP® Jay Schuman, CFP® Baltimore, Maryland Area Details
Jay Schuman, CFP®'s Horan Capital Management Experience 2007 - Present
Job Financial Advisor Horan Capital Management
Industry Financial Services
Experience
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

James Clahane James Clahane Greater New York City Area Details
James Clahane's Horan Capital Management Experience January 2007 - April 2008
Job Account Executive at Logan Business Concepts, Inc.
Industry Financial Services
Experience
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

Clifton Cole Clifton Cole Baltimore, Maryland Area Details
Clifton Cole's Horan Capital Management Experience January 2009 - Present
Job Trader / Operations at Horan Capital Management
Industry Financial Services
Experience
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.

Kevin Lutz Kevin Lutz Hunt Valley, Maryland Details
Kevin Lutz's Horan Capital Management Experience January 2013 - Present
Job Financial Advisor at Horan Capital Management
Industry Financial Services
Experience
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