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David Charles Stephan
Analyst-Equity presso Hamilton Point Investment Advisors LLC
Profilo
Mr. David C.
Stephan, CFA, is a Vice President at Hamilton Point Investment Advisors LLC.
He provides research, analysis and trading expertise and is a member of the Hamilton Point Investment Committee and a portfolio manager.
He also assists the firm in reporting, operations and technology implementations.
Before joining Hamilton Point, Mr. Stephan worked at Schneider Downs Wealth Management Advisors LP, where he supported operations and was an investment analyst.
His background also includes experience with Bank of New York Mellon where he was an account analyst.
He received his B.A.
in Finance, Accounting, & Investment Management from Duquesne University.
Posizioni attive di David Charles Stephan
Società | Posizione | Inizio |
---|---|---|
Hamilton Point Investment Advisors LLC
![]() Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. | Analyst-Equity | 01/09/2013 |
Formazione di David Charles Stephan
Duquesne University of The Holy Spirit | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Hamilton Point Investment Advisors LLC
![]() Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. | Finance |
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