Scott Christopher Stephens

Scott Christopher Stephens

Gestore di Portafoglio-Azioni presso Baker Avenue Asset Management LP

Finance
Consumer Services

Profilo

Mr. Scott C.
Stephens is a Managing Director & Partner at Baker Avenue Asset Management LP.
With over 20 years of investment experience, his primary focus is working with high-net worth clients around portfolio construction and diversification, income planning and client communication.
His client relationships are primarily in Texas, Louisiana, Oklahoma, New Mexico and Colorado.
Before joining BakerAvenue, Mr. Stephens was employed by Fidelity Investments for over 12 years.
In his last role at Fidelity, he was Vice President for the Wealth Advisory Solutions program working with 40 different Registered Investment Advisor firms across Texas and Florida.
Prior to that, he was a Senior Investment Consultant in the Portfolio Advisory Services in both Boston and Dallas locations.
He holds a B.A.
in Marketing from Assumption College and is a Certified Wealth Strategist.

Posizioni attive di Scott Christopher Stephens

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/01/2009
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Precedenti posizioni note di Scott Christopher Stephens

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Corporate Officer/Principal -
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Formazione di Scott Christopher Stephens

Assumption College Undergraduate Degree

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