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Richard Howard Stevens
Nessuna posizione attualmente
Storia della carriera di Richard Howard Stevens
Precedenti posizioni note di Richard Howard Stevens
Società | Posizione | Inizio | Fine |
---|---|---|---|
DBK Financial Counsel LLC
![]() DBK Financial Counsel LLC Investment ManagersFinance DBK Financial Counsel LLC (DBK) is an independent registered investment advisor headquartered in Cuyahoga Falls, Ohio. The firm was founded by David B. Kearns in 2014. DBK provides investment advisory services to high-net-worth individuals concerning various securities. | Direttore degli Investimenti | 01/04/2014 | 04/05/2016 |
Gestore di Portafoglio-Azioni | 01/04/2014 | 04/05/2016 | |
Willow Street Advisors LLC
![]() Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Direttore degli Investimenti | 11/02/2011 | 01/01/2014 |
Fondatore | 14/02/2011 | 01/01/2014 | |
Gestore di Portafoglio-Azioni | 14/02/2011 | 01/01/2014 | |
Portfolio Manager-Fixed Income | 14/02/2011 | 01/01/2014 | |
Presidente | 01/12/2008 | 01/01/2014 | |
Responsabile della banca privata | 01/12/2008 | 01/01/2014 |
Formazione di Richard Howard Stevens
University of Pennsylvania | Undergraduate Degree |
St. Joseph's University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Founder | 1 |
Settori
Finance | 3 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
---|---|
Willow Street Advisors LLC
![]() Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Finance |
DBK Financial Counsel LLC
![]() DBK Financial Counsel LLC Investment ManagersFinance DBK Financial Counsel LLC (DBK) is an independent registered investment advisor headquartered in Cuyahoga Falls, Ohio. The firm was founded by David B. Kearns in 2014. DBK provides investment advisory services to high-net-worth individuals concerning various securities. | Finance |