Steve Athanassie

Head-Equity Investments presso ProVise Management Group LLC

Finance

Consumer Services

Posizioni attive di Steve Athanassie

Società	Posizione	Inizio	Fine
ProVise Management Group LLC ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.	Head-Equity Investments	01/01/2022	-
	Analyst-Equity	01/02/2013	01/01/2021
	Corporate Officer/Principal	01/01/2021	01/01/2022

Storia della carriera di Steve Athanassie

Precedenti posizioni note di Steve Athanassie

Società	Posizione	Inizio	Fine
Trademark Capital Management, Inc. Trademark Capital Management, Inc. Investment ManagersFinance Trademark Capital Management, Inc. (Trademark Capital) is an independent, SEC-registered investment advisor headquartered in Watkinsville, Florida. The firm was founded by Steve Athanassie and Don Beasley in 1995. Trademark Capital provides institutional advisory services to other investment professionals, retirement plans, private funds and collective investment funds.	Fondatore	03/07/1995	01/02/2013
	Gestore di Portafoglio-Azioni	03/07/1995	01/02/2013
	Portfolio Manager-Fixed Income	03/07/1995	01/02/2013
	Vendite & Marketing	03/07/1995	01/02/2013
FSC Securities Corp. FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities.	Corporate Officer/Principal	31/12/2004	31/12/2004
American Express Financial Advisors, Inc.	Corporate Officer/Principal	01/11/1995	01/11/1995

Formazione di Steve Athanassie

University of South Florida

Undergraduate Degree

Statistiche

Distribuzione geografica

Stati Uniti

Posizioni

Corporate Officer/Principal	3
Founder	1
Portfolio Manager-Equities	1

Settori

Finance	4
Consumer Services	2

Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Società collegate

Aziende private	4
ProVise Management Group LLC ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.	Finance
FSC Securities Corp. FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities.	Finance
American Express Financial Advisors, Inc.
Trademark Capital Management, Inc. Trademark Capital Management, Inc. Investment ManagersFinance Trademark Capital Management, Inc. (Trademark Capital) is an independent, SEC-registered investment advisor headquartered in Watkinsville, Florida. The firm was founded by Steve Athanassie and Don Beasley in 1995. Trademark Capital provides institutional advisory services to other investment professionals, retirement plans, private funds and collective investment funds.	Finance

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