Steve Greco
Chief Executive Officer presso Spotlight Asset Group, Inc.
Profilo
Mr. Stephen A.
Greco is a Chief Executive Officer at Spotlight Asset Group, Inc. He is also a Founder of the firm.
After spending the first fifteen years of his career helping clients in both the broker-dealer and registered investment adviser channels, he started Spotlight in 2016.
Early in his career, Mr. Greco gained invaluable insight and experience working with clients at some of the largest and most established companies in the industry, including Merrill Lynch, Charles Schwab, and TD Ameritrade.
Immediately prior to founding Spotlight, he served as the Director of Wealth Management for a top-ranked independent financial adviser, where he helped the wealth management group grow both its assets under management and its number of wealth managers by over 200%, served on the firm’s investment committee, and created a group to manage several hundred million dollars in client accounts that utilized option strategies.
He received his undergraduate degree from State University of New York at Buffalo.
Posizioni attive di Steve Greco
Società | Posizione | Inizio |
---|---|---|
Spotlight Asset Group, Inc.
Spotlight Asset Group, Inc. Investment ManagersFinance Spotlight Asset Group, Inc. (Spotlight) is an independent registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded by Stephen “Steve” Greco in 2016. Spotlight provides portfolio management services to individuals as well as businesses, corporations, and other entities. | Chief Executive Officer | 01/12/2016 |
Formazione di Steve Greco
State University of New York at Buffalo | 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 | 1 |
---|---|
Spotlight Asset Group, Inc.
Spotlight Asset Group, Inc. Investment ManagersFinance Spotlight Asset Group, Inc. (Spotlight) is an independent registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded by Stephen “Steve” Greco in 2016. Spotlight provides portfolio management services to individuals as well as businesses, corporations, and other entities. | Finance |
- Borsa valori
- Insiders
- Steve Greco