Steve Pottieger
Gestore di Portafoglio-Azioni presso Connors Investor Services, Inc.
Profilo
Mr. Steven E.
Pottieger is a Vice President at Connors Investor Services, Inc. He is responsible for client relationships, monitoring asset allocations and working with advisors in the brokerage community.
Prior to joining Connors Investor Services in 2005, Mr. Pottieger served as a Financial Advisor at Morgan Stanley.
At E.F.
Hutton, he was a Retirement Planning Specialist, advising clients on a variety of investment strategies.
He graduated from Albright College with a BS degree in Business and Finance.
He is a Certified Financial Planner.
Posizioni attive di Steve Pottieger
| Società | Posizione | Inizio |
|---|---|---|
Connors Investor Services, Inc.
 Connors Investor Services, Inc. Investment ManagersFinance Connors Investor Services, Inc. (Connors) is an independent registered investment advisor headquartered in Wyomissing, Pennsylvania. The firm was founded by James M. Connors in 1969. Connors manages investment portfolios on a fully discretionary basis for a range of individual and institutional clients. | Gestore di Portafoglio-Azioni | 01/01/2005 |
Precedenti posizioni note di Steve Pottieger
| Società | Posizione | Fine |
|---|---|---|
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Formazione di Steve Pottieger
| Albright College | 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 | 3 |
|---|---|
Connors Investor Services, Inc.
Connors Investor Services, Inc. Investment ManagersFinance Connors Investor Services, Inc. (Connors) is an independent registered investment advisor headquartered in Wyomissing, Pennsylvania. The firm was founded by James M. Connors in 1969. Connors manages investment portfolios on a fully discretionary basis for a range of individual and institutional clients. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
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