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Roger Neil Steed
Amministratore Delegato presso KRS Capital Management LLC
Posizioni attive di Roger Neil Steed
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - | - |
Responsabile della Conformità | 01/01/2007 | - | |
Fondatore | 01/01/2007 | - | |
Gestore di Portafoglio-Azioni | 01/01/2007 | - | |
Presidente | 01/01/2007 | - |
Storia della carriera di Roger Neil Steed
Precedenti posizioni note di Roger Neil Steed
Società | Posizione | Inizio | 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 | 01/11/2000 | 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 | 01/02/1998 | 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 | 01/01/1988 |
The First National Bank & Trust Co. of Oklahoma City | Corporate Officer/Principal | 02/01/1981 | 02/01/1981 |
Salomon Brothers, Inc. | Corporate Officer/Principal | - | - |
Formazione di Roger Neil Steed
University of Oklahoma | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Regno Unito | 2 |
Posizioni
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Settori
Finance | 7 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
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 |
Salomon Brothers, Inc. | Finance |
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