Pegasus Capital Management

Investment Management, Financial Planners, Financial Planning Consultants

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33 Years

in Business

(913) 327-1627Call Visit WebsiteVisit Website Map & DirectionsDirections7300 W 110th St Ste 530Overland Park, KS 66210 Write a ReviewWrite Review

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Pegasus Capital Management

Investment Management
Don Trotter currently serves as a director of Horse Cove Partners, an investment management firm based in Atlanta specializing in managing stock options for clients. He also serves as an investment committee chair for a Trust Company and frequently consults with institutions and individuals on investment issues. Previously, he was a founder and managing director of Atlantic Asset Management, LLC, investing $7 billion of client assets when the firm was sold in 2015. He focused on acquiring interests in investment management firms specializing in the management of non-traditional assets classes. He received an MBA from UMKC and an accounting degree from the University of Kansas.

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Neighborhood: Executive Hills
Other Link: http://pegasuskc.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service

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Phone: (913) 327-1627

Address: 7300 W 110th St Ste 530, Overland Park, KS 66210

Website: http://pegasuskc.com

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Pegasus Capital Management

Investment Management
Don Trotter currently serves as a director of Horse Cove Partners, an investment management firm based in Atlanta specializing in managing stock options for clients. He also serves as an investment committee chair for a Trust Company and frequently consults with institutions and individuals on investment issues. Previously, he was a founder and managing director of Atlantic Asset Management, LLC, investing $7 billion of client assets when the firm was sold in 2015. He focused on acquiring interests in investment management firms specializing in the management of non-traditional assets classes. He received an MBA from UMKC and an accounting degree from the University of Kansas.
Mutual Funds
Jonn Wullschleger began his investment career in 1991. He has extensive analytical experience, first in bank trust investment departments, and then with a mutual fund management company. His primary expertise is analyzing growth companies. He is a member of the CFA Institute and the Kansas City Society of Financial Analysts.
Wealth Management
In 2017, Pegasus Capital Management joined several Commonwealth financial advisors to form Infinitas, a wealth management firm comprised of a team of specialists in Overland Park, Kansas. Now combined, the 21-advisor, 48-person wealth management firm, Infinitas, gives clients in 41 states access to the comprehensive range of financial planning services that a large, national house might offer, while maintaining the customized attention and familiar trust that clients tend to prefer.

Accounting Services

Financial Planning
Ray Evans started Pegasus Capital Management in 1990 after growing dissatisfied with the one-size-fits-all approach to financial planning. He set out to create a personal and customized approach to wealth management.
Retirement Planning
Asset Management
Jamey is a Vice President at First Trust Portfolios, a Chicago-based asset management firm. He is responsible for First Trust’s Financial Advisor relationships in Iowa and the Kansas City metro area. He works closely with advisors to provide them with the highest quality economic and market commentary, portfolio analysis and practice management consulting. His specific product expertise is Unit Investment Trusts. In 2003, Jamey graduated from the University of Iowa Tippie College of Business with a degree in Marketing and from the University of Iowa College of Liberal Arts with a degree in Spanish. He has spent his entire 18 year career at First Trust Portfolios.

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