Mike Stephens
Gestore di Portafoglio-Azioni presso Fiduciary Trust Co.
Profilo
Mr. Michael B.
Stephens is a Vice President & Investment Officer at Fiduciary Trust Co.
Mr. Stephens has worked directly with families and institutions in the wealth management industry for over 15 years.
He began his career in New York by co-founding a wealth management firm, and after moving to Boston has worked in senior roles at a number of other local institutions including Eaton Vance, Boston Financial Management, and Emerson Investment Management.
He also draws on a broad range of experience outside of investment management, having contributed to the launch of several businesses, and served in an advisory capacity for a number of local startups.
He earned a BA in psychology from Columbia University and an MBA from Cornell University.
Posizioni attive di Mike Stephens
| Società | Posizione | Inizio |
|---|---|---|
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Gestore di Portafoglio-Azioni | 01/04/2021 |
Precedenti posizioni note di Mike Stephens
| Società | Posizione | Fine |
|---|---|---|
Emerson Investment Management LLC
 Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | Membro del Comitato di Investimento | 13/05/2016 |
Boston Financial Management LLC
 Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Gestore di Portafoglio-Azioni | - |
Formazione di Mike Stephens
| The Trustees of Columbia University in The City of New York | 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 | 3 |
|---|---|
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | Finance |
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Finance |
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