Profilo
Stefan Kip Astheimer worked as the Vice President of Strategy at Howe & Rusling, Inc. from 2008 to 2021.
He obtained an undergraduate degree from Yale University.
Precedenti posizioni note di Stefan Kip Astheimer
| Società | Posizione | Fine |
|---|---|---|
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis. | Analyst-Equity | 01/03/2021 |
Formazione di Stefan Kip Astheimer
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis. | Finance |
Yale University
Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















