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Kostya Etus
Chief Investment Officer at Dynamic Advisor Solutions LLC
Kostya Etus active positions
Companies | Position | Start | End |
---|---|---|---|
Dynamic Advisor Solutions LLC
![]() Dynamic Advisor Solutions LLC Investment ManagersFinance Dynamic Advisor Solutions LLC, dba Dynamic Wealth Advisors (Dynamic), is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Jim Cannon in 2008 and is wholly-owned by DWA Management LLC, which is owned by Cannon Family Trust. Dynamic offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit-sharing plans and businesses through affiliated investment advisor representatives. | Chief Investment Officer | 28/02/2023 | - |
Market Strategist | 30/06/2021 | 28/02/2023 |
Career history of Kostya Etus
Former positions of Kostya Etus
Companies | Position | Start | End |
---|---|---|---|
Orion Portfolio Solutions LLC (Old)
![]() Orion Portfolio Solutions LLC (Old) Investment ManagersFinance Orion Portfolio Solutions LLC (OPS) is a wealth management firm headquartered in Omaha, Nebraska. The firm was founded in 2001 and is a subsidiary of Orion Advisor Technology LLC. OPS provides investment management and recordkeeping services to individuals, pensions and profit-sharing plans, trusts, estates or charitable organizations. | Director of Research - Fxd Inc | 29/02/2020 | 31/05/2021 |
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Analyst-Equity | 31/12/2012 | 31/12/2015 |
Trading-Equity | 31/03/2011 | 31/12/2012 | |
Investment Committee Member | 31/03/2011 | 29/02/2020 | |
Portfolio Manager-Equities | 31/12/2015 | 29/02/2020 | |
LeaseTeam, Inc.
![]() LeaseTeam, Inc. Packaged SoftwareTechnology Services LeaseTeam, Inc. provides software solutions and services. It offers origination management/pricing, credit adjudication, document management, booking preparation, portfolio management, portfolio servicing, compliance and risk management, reporting and analytic tools. Its services include business, technical, ASP solutions, request information and cloud solutions. The company was founded by Russell F. Hallberg and Randy Haug in 1989 and is headquartered in San Omaha, NE. | Corporate Officer/Principal | 30/06/2007 | 27/02/2009 |
Training of Kostya Etus
University of Nebraska Omaha | Undergraduate Degree |
Creighton University | Graduate Degree |
Statistics
International
United States | 7 |
Operational
Analyst-Equity | 1 |
Trading-Equity | 1 |
Investment Committee Member | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
LeaseTeam, Inc.
![]() LeaseTeam, Inc. Packaged SoftwareTechnology Services LeaseTeam, Inc. provides software solutions and services. It offers origination management/pricing, credit adjudication, document management, booking preparation, portfolio management, portfolio servicing, compliance and risk management, reporting and analytic tools. Its services include business, technical, ASP solutions, request information and cloud solutions. The company was founded by Russell F. Hallberg and Randy Haug in 1989 and is headquartered in San Omaha, NE. | Technology Services |
Orion Portfolio Solutions LLC (Old)
![]() Orion Portfolio Solutions LLC (Old) Investment ManagersFinance Orion Portfolio Solutions LLC (OPS) is a wealth management firm headquartered in Omaha, Nebraska. The firm was founded in 2001 and is a subsidiary of Orion Advisor Technology LLC. OPS provides investment management and recordkeeping services to individuals, pensions and profit-sharing plans, trusts, estates or charitable organizations. | Finance |
Dynamic Advisor Solutions LLC
![]() Dynamic Advisor Solutions LLC Investment ManagersFinance Dynamic Advisor Solutions LLC, dba Dynamic Wealth Advisors (Dynamic), is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Jim Cannon in 2008 and is wholly-owned by DWA Management LLC, which is owned by Cannon Family Trust. Dynamic offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit-sharing plans and businesses through affiliated investment advisor representatives. | Finance |
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