Steve Jeffrey
Gestore di Portafoglio-Azioni presso Central Trust Co. (Missouri)
Profilo
Mr. Steven R.
Jeffrey is Senior Vice President & Senior Portfolio Manager at Central Trust Co. (Missouri).
His primary role at Central Trust & Investment Company is to work with clients to structure and manage customized investment portfolios to meet the client's individual goals.
His financial services career began in 1991, and since 1994, he has worked specifically in portfolio and asset management.
He received his undergraduate degree from the University of Missouri and an MBA from William Woods University.
Posizioni attive di Steve Jeffrey
Società | Posizione | Inizio |
---|---|---|
Central Trust Co. (Missouri)
Central Trust Co. (Missouri) Investment ManagersFinance Central Trust Co. is a trust company and investment management firm headquartered in Jefferson City, Missouri. The firm is a subsidiary of Central Bancompany, Inc. Central Trust Co. was founded in 2007 when Central Bancompany, Inc. combined the trust and investment management functions of Guaranty Trust Co., Boone County National Bank, Central Bank and Empire Bank. They manage portfolios for individuals, trusts, IRAs, corporations, retirement plans, charitable organizations and foundations. | Gestore di Portafoglio-Azioni | 01/08/2008 |
Precedenti posizioni note di Steve Jeffrey
Società | Posizione | Fine |
---|---|---|
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Corporate Officer/Principal | 31/07/2008 |
SunTrust Bank (Richmond Branch)
SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Corporate Officer/Principal | 30/09/2007 |
Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Corporate Officer/Principal | 31/12/2003 |
Formazione di Steve Jeffrey
University of Missouri | Undergraduate Degree |
William Woods University | Masters Business Admin |
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 | 4 |
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Central Trust Co. (Missouri)
Central Trust Co. (Missouri) Investment ManagersFinance Central Trust Co. is a trust company and investment management firm headquartered in Jefferson City, Missouri. The firm is a subsidiary of Central Bancompany, Inc. Central Trust Co. was founded in 2007 when Central Bancompany, Inc. combined the trust and investment management functions of Guaranty Trust Co., Boone County National Bank, Central Bank and Empire Bank. They manage portfolios for individuals, trusts, IRAs, corporations, retirement plans, charitable organizations and foundations. | Finance |
Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Finance |
SunTrust Bank (Richmond Branch)
SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Finance |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Finance |
- Borsa valori
- Insiders
- Steve Jeffrey