Roger Neil Steed
Amministratore Delegato presso KRS Capital Management LLC
Profilo
Mr. Roger N.
Steed is Managing Member & Chief Compliance Officer at KRS Capital Management LLC.
He founded the firm in Januray 2007.
He has over 30 years of investment experience in the institutional and personal wealth management business.
Mr. Steed gained great experience in the personal wealth management business working at Sigma Investment Counselors and R.H.
Bluestein & Co. He was Chief Investment Officer at Sigma and led the investment committee at the firm.
At Bluestein, he advised and managed high net worth investor portfolios along with pension plans and profit-sharing plans.
Prior to moving to Michigan, he spent sixteen years at Salomon Brothers Inc. working in New York, London, and Dallas.
In New York, he was a senior account manager and was responsible for managing and advising major institutional accounts.
He worked five years in London from 1983 to 1988 gaining international experience working with institutional accounts in Germany, Holland, and Great Britain.
In Dallas, he was responsible for covering institutional clients in Texas, Oklahoma, and New Mexico.
He graduated with a BBA in Finance from the University of Oklahoma in 1978.
Posizioni attive di Roger Neil Steed
| Società | Posizione | Inizio |
|---|---|---|
KRS Capital Management LLC
 KRS Capital Management LLC Investment ManagersFinance KRS Capital Management LLC (KRS Capital) is an independent registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Roger Steed in 2007. KRS Capital provides advisory services to individuals, including high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Amministratore Delegato | - |
Precedenti posizioni note di Roger Neil Steed
| Società | Posizione | Fine |
|---|---|---|
Sigma Investment Counselors, Inc.
 Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments. | Gestore di Portafoglio-Azioni | 31/12/2006 |
R.H. Bluestein & Co. LLC
 R.H. Bluestein & Co. LLC Investment ManagersFinance R.H. Bluestein & Co. LLC (RHB) is a registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was founded in 1990 and is a subsidiary of CI Private Wealth US LLC, which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. RHB provides investment management and supervisory services to both separately managed accounts and pooled investment vehicles. Their clients also include individuals, corporations, endowments, foundations, trusts, estates, and pension and profit-sharing plans. | Corporate Officer/Principal | 31/10/2000 |
Citigroup Global Markets Ltd. (Investment Management)
 Citigroup Global Markets Ltd. (Investment Management) Investment ManagersFinance Citigroup Global Markets Ltd. (Investment Management) (CGML-IM) is the investment management division of UK-based Citigroup Global Markets Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. The firm was founded in 1983 as Stockrobe Ltd. Headquartered in London, CGML-IM provides consumers, corporations, governments and institutions with a broad range of financial services and products. | Corporate Officer/Principal | 01/01/1988 |
| The First National Bank & Trust Co. of Oklahoma City | Corporate Officer/Principal | 02/01/1981 |
| Salomon Brothers, Inc. | Corporate Officer/Principal | - |
Formazione di Roger Neil Steed
| University of Oklahoma | 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 | 6 |
|---|---|
Sigma Investment Counselors, Inc.
Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments. | Finance |
R.H. Bluestein & Co. LLC
R.H. Bluestein & Co. LLC Investment ManagersFinance R.H. Bluestein & Co. LLC (RHB) is a registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was founded in 1990 and is a subsidiary of CI Private Wealth US LLC, which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. RHB provides investment management and supervisory services to both separately managed accounts and pooled investment vehicles. Their clients also include individuals, corporations, endowments, foundations, trusts, estates, and pension and profit-sharing plans. | Finance |
| Salomon Brothers, Inc. | Finance |
| The First National Bank & Trust Co. of Oklahoma City | Finance |
KRS Capital Management LLC
KRS Capital Management LLC Investment ManagersFinance KRS Capital Management LLC (KRS Capital) is an independent registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Roger Steed in 2007. KRS Capital provides advisory services to individuals, including high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Citigroup Global Markets Ltd. (Investment Management)
Citigroup Global Markets Ltd. (Investment Management) Investment ManagersFinance Citigroup Global Markets Ltd. (Investment Management) (CGML-IM) is the investment management division of UK-based Citigroup Global Markets Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. The firm was founded in 1983 as Stockrobe Ltd. Headquartered in London, CGML-IM provides consumers, corporations, governments and institutions with a broad range of financial services and products. | Finance |
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