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Scott Christopher Stephens
Gestore di Portafoglio-Azioni presso Baker Avenue Asset Management LP
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
Società | Posizione | Inizio |
---|---|---|
Baker Avenue Asset Management LP
![]() Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Gestore di Portafoglio-Azioni | 01/01/2009 |
Precedenti posizioni note di Scott Christopher Stephens
Società | Posizione | Fine |
---|---|---|
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Formazione di Scott Christopher Stephens
Assumption College | 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 | 2 |
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Baker Avenue Asset Management LP
![]() Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Finance |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
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