![Stephen James McNaughton](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Stephen James McNaughton
Amministratore Delegato presso
Rede Wealth LLC
Profilo
Stephen James McNaughton is the founder of Rede Wealth LLC, serving as Chief Executive Officer since 2015.
Former positions include First Vice President of Investments at Stifel, Nicolaus & Co., Inc. from 2009 to 2015 and Vice President at UBS Wealth Management North American Property Fund Ltd. from 2001 to 2009.
Education includes an undergraduate degree from the University of Virginia, conferred in 2001.
Posizioni attive di Stephen James McNaughton
| Società | Posizione | Inizio |
|---|---|---|
Rede Wealth LLC
 Rede Wealth LLC Investment ManagersFinance Rede Wealth utilizes a combination of fundamental, technical and cyclical analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The firm primarily allocates client assets among various mutual funds, ETFs and Independent Managers. On a limited basis, they may also utilize stocks, bonds, options, REITs and MLPs. | Amministratore Delegato | 01/01/2015 |
Precedenti posizioni note di Stephen James McNaughton
| Società | Posizione | Fine |
|---|---|---|
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2015 |
UBS Wealth Management North American Property Fund Ltd.
 UBS Wealth Management North American Property Fund Ltd. Financial ConglomeratesFinance Provides investment services | Corporate Officer/Principal | 01/11/2009 |
Formazione di Stephen James McNaughton
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
99
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
UBS Wealth Management North American Property Fund Ltd.
UBS Wealth Management North American Property Fund Ltd. Financial ConglomeratesFinance Provides investment services | Finance |
Rede Wealth LLC
Rede Wealth LLC Investment ManagersFinance Rede Wealth utilizes a combination of fundamental, technical and cyclical analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The firm primarily allocates client assets among various mutual funds, ETFs and Independent Managers. On a limited basis, they may also utilize stocks, bonds, options, REITs and MLPs. | Finance |
