Steve Thacker
Gestore di Portafoglio-Azioni presso Verdence Capital Advisors LLC
Profilo
Mr. Stephen Thacker is a Managing Director & Partner at Verdence Capital Advisors LLC.
He has the credentials to provide valuable counsel on investment policy, asset allocation, investment manager due diligence and portfolio management.
Prior to working for Verdence, he founded Chesapeake Wealth Management, an independent investment-consulting firm and had worked as a Senior Institutional Consultant for Smith Barney for over 16 years.
Mr. Thacker received his Bachelor's degree in Civil Engineering from Virginia Military Institute.
Posizioni attive di Steve Thacker
| Società | Posizione | Inizio |
|---|---|---|
Verdence Capital Advisors LLC
 Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Gestore di Portafoglio-Azioni | 01/07/2017 |
Formazione di Steve Thacker
| Virginia Military Institute | 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 |
|---|---|
Verdence Capital Advisors LLC
Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Finance |
- Borsa valori
- Insiders
- Steve Thacker
