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Dan Stepp
Amministratore Delegato presso Central States Capital Markets LLC
Posizioni attive di Dan Stepp
Società | Posizione | Inizio | Fine |
---|---|---|---|
Central States Capital Markets LLC
![]() Central States Capital Markets LLC Investment Banks/BrokersFinance Founded in 2011, Central States Capital Markets LLC (CSCM) is an SEC-registered broker/dealer located in Prairie Village, Kansas. The firm is a subsidiary of Central States Financial Services LLC. CSCM provides an array of trading an execution services for their clients. They do not provide any internal research. The firm clears transactions through Pershing LLC. | Amministratore Delegato | 01/01/2011 | - |
Fondatore | 01/01/2011 | - |
Storia della carriera di Dan Stepp
Precedenti posizioni note di Dan Stepp
Società | Posizione | Inizio | Fine |
---|---|---|---|
M&I Investment Management Corp.
![]() M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Portfolio Manager-Fixed Income | 01/01/2004 | 01/04/2008 |
Gold Capital Management, Inc.
![]() Gold Capital Management, Inc. Investment ManagersFinance Gold Capital Management, Inc is a broker/dealer and a registered investment advisor that provides a range of financial advisory, underwriting and trading services to corporations, financial institutions, governments and individuals. Based in Overland Park, Kansas, the firm is a division of Gold Banc Corp., Inc. (NASDAQ: GLDB) They also are advisor to the Gold Bank mutual funds. | Analista-Rendimento Fisso | 01/01/1996 | - |
Portfolio Manager-Fixed Income | 01/01/1996 | - | |
Presidente | 01/01/1996 | - | |
Midwest Capital Management, Inc.
![]() Midwest Capital Management, Inc. Investment ManagersFinance Part of Bank of Montreal, Midwest Capital Management, Inc. is a company that provides asset management services. The company is based in Kansas City, MO. The company was founded by Dan Stepp. Midwest Capital Management was acquired by Gold Banc Corp., Inc. on February 03, 1998 for $4.25 million. | Fondatore | 01/01/1998 | 01/01/1998 |
J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | 01/01/1996 | 01/01/1996 |
Kansas Bankers Association
![]() Kansas Bankers Association Miscellaneous Commercial ServicesCommercial Services Kansas Bankers Association operates as a cooperative group of bankers that provides government relation, education and training, compliance and legal, and other services. The company was founded on February 22, 1887 and is headquartered in Topeka, KS. | Corporate Officer/Principal | - | - |
Commerce Bank, NA (Wichita, Kansas)
![]() Commerce Bank, NA (Wichita, Kansas) Investment ManagersFinance Commerce Bank is a subsidiary of Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company with operations in Missouri, Kansas, Illinois, Oklahoma and Colorado. Commerce Bank provides investment management services to pension funds, endowments, foundations and individuals. They also serve as the investment advisor to the Commerce family of mutual funds. | Trading-Equity | 01/01/1971 | - |
Formazione di Dan Stepp
University of Kansas | Undergraduate Degree |
University of Michigan | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 10 |
Posizioni
Portfolio Manager-Fixed Income | 2 |
Founder | 2 |
Corporate Officer/Principal | 2 |
Settori
Finance | 7 |
Consumer Services | 3 |
Commercial Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 7 |
---|---|
Gold Capital Management, Inc.
![]() Gold Capital Management, Inc. Investment ManagersFinance Gold Capital Management, Inc is a broker/dealer and a registered investment advisor that provides a range of financial advisory, underwriting and trading services to corporations, financial institutions, governments and individuals. Based in Overland Park, Kansas, the firm is a division of Gold Banc Corp., Inc. (NASDAQ: GLDB) They also are advisor to the Gold Bank mutual funds. | Finance |
M&I Investment Management Corp.
![]() M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
Central States Capital Markets LLC
![]() Central States Capital Markets LLC Investment Banks/BrokersFinance Founded in 2011, Central States Capital Markets LLC (CSCM) is an SEC-registered broker/dealer located in Prairie Village, Kansas. The firm is a subsidiary of Central States Financial Services LLC. CSCM provides an array of trading an execution services for their clients. They do not provide any internal research. The firm clears transactions through Pershing LLC. | Finance |
Commerce Bank, NA (Wichita, Kansas)
![]() Commerce Bank, NA (Wichita, Kansas) Investment ManagersFinance Commerce Bank is a subsidiary of Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company with operations in Missouri, Kansas, Illinois, Oklahoma and Colorado. Commerce Bank provides investment management services to pension funds, endowments, foundations and individuals. They also serve as the investment advisor to the Commerce family of mutual funds. | Finance |
J.P. Morgan & Co., Inc. (Old) | Finance |
Midwest Capital Management, Inc.
![]() Midwest Capital Management, Inc. Investment ManagersFinance Part of Bank of Montreal, Midwest Capital Management, Inc. is a company that provides asset management services. The company is based in Kansas City, MO. The company was founded by Dan Stepp. Midwest Capital Management was acquired by Gold Banc Corp., Inc. on February 03, 1998 for $4.25 million. | Finance |
Kansas Bankers Association
![]() Kansas Bankers Association Miscellaneous Commercial ServicesCommercial Services Kansas Bankers Association operates as a cooperative group of bankers that provides government relation, education and training, compliance and legal, and other services. The company was founded on February 22, 1887 and is headquartered in Topeka, KS. | Commercial Services |
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