Profile
Mr. Michael J.
Holevas, CFA, is a Portfolio Manager at InterOcean Capital Group LLC.
Prior to joining InterOcean Capital, Michael was a Senior Financial Planning Consultant at Allstate Investments.
He earned a Bachelor of Science in Finance from Valparaiso University.
Former positions of Michael J. Holevas
| Companies | Position | End |
|---|---|---|
InterOcean Capital Group LLC
 InterOcean Capital Group LLC Investment ManagersFinance InterOcean Capital Group LLC (IOC) is a SEC-registered investment adviser and wealth management firm headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). IOC provides wealth management and portfolio management investment advisory services to individuals, family offices, and institutions. | Analyst-Equity | 01/10/2021 |
Training of Michael J. Holevas
| Valparaiso University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
InterOcean Capital Group LLC
InterOcean Capital Group LLC Investment ManagersFinance InterOcean Capital Group LLC (IOC) is a SEC-registered investment adviser and wealth management firm headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). IOC provides wealth management and portfolio management investment advisory services to individuals, family offices, and institutions. | Finance |
- Stock Market
- Insiders
- Michael J. Holevas
