Steve Kepes
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Profilo
Prior to joining Clover Capital, he worked as a consultant to the brokerage community.
As a regional director, he developed consulting relationships with retirement plans, endowments and Taft-Hartley clients.
In addition to his responsibilities for education involving the consulting process, he also held various positions for marketing managed asset products within the wirehouse community.
Mr. Kepes also served as principal/director for a national asset management firm where he cultivated relationships with consultants in retail and institutional markets.
He was also responsible for investment consulting educational development.
Mr. Kepes earned his B.A.
in Economics from Dartmouth College.
Precedenti posizioni note di Steve Kepes
Società | Posizione | Fine |
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Clover Capital Management, Inc.
Clover Capital Management, Inc. Investment ManagersFinance Founded in 1984, Clover Capital Management, Inc. (CCM) is an independent registered investment advisor. Based in Pittsford, New York, they manage assets for individuals, employee benefit plans, endowments and foundations | Vendite & Marketing | 30/06/2008 |
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Aziende private | 1 |
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Clover Capital Management, Inc.
Clover Capital Management, Inc. Investment ManagersFinance Founded in 1984, Clover Capital Management, Inc. (CCM) is an independent registered investment advisor. Based in Pittsford, New York, they manage assets for individuals, employee benefit plans, endowments and foundations | Finance |
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