Profile
Mr. Beau Gross is a Wealth Management Analyst & Trader at Pegasus Partners Ltd.
He works with advisors to rebalance portfolios, process account changes, and execute trades.
His role also includes implementing cash management strategies and settling trades with brokers/dealers.
He has a BBA in Economics and Finance with an Analytics minor and 5 business certificates from the University of Wisconsin – Oshkosh.
Beau Gross active positions
| Companies | Position | Start |
|---|---|---|
Pegasus Partners Ltd.
 Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Analyst-Equity | 2023-01-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Pegasus Partners Ltd.
Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Finance |
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