Storia della carriera di Steven Neeley
Precedenti posizioni note di Steven Neeley
Società | Posizione | Inizio | Fine |
---|---|---|---|
TMD Wealth Management LLC
TMD Wealth Management LLC Investment ManagersFinance TMD Wealth Management LLC (TMD) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm is a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TMD provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Direttore degli Investimenti | 01/10/2020 | 01/07/2022 |
Membro del Comitato di Investimento | 01/10/2020 | 01/07/2022 | |
One Charles Private Wealth Services LLC
One Charles Private Wealth Services LLC Investment ManagersFinance One Charles Private Wealth Services LLC (One Charles) is a SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Paul Squarcia in 2015 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). One Charles provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Analyst-Equity | 01/07/2019 | 01/09/2020 |
Direttore degli Investimenti | 01/07/2019 | 01/09/2020 | |
Membro del Comitato di Investimento | 01/07/2019 | 01/09/2020 | |
Gestore di Portafoglio-Azioni | 01/07/2019 | 01/09/2020 | |
Responsabile della banca privata | 01/07/2019 | 01/09/2020 | |
TMD & Associates, Inc.
TMD & Associates, Inc. Investment ManagersFinance TMD & Associates, Inc. provides investment advice. The company is based in Scottsdale, AZ. The company was founded in 1994 by Todd McArthur Douma. TMD & Associates was acquired by One Charles Private Wealth LLC on July 01, 2019. | Analyst-Equity | 01/07/2010 | 01/06/2019 |
Trading-Equity | 01/07/2010 | 01/06/2019 | |
Membro del Comitato di Investimento | 01/07/2010 | 01/06/2019 | |
Gestore di Portafoglio-Azioni | 01/07/2010 | 01/06/2019 |
Formazione di Steven Neeley
Thunderbird School of Global Management | Masters Business Admin |
Indiana University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Investment Committee Member | 3 |
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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TMD & Associates, Inc.
TMD & Associates, Inc. Investment ManagersFinance TMD & Associates, Inc. provides investment advice. The company is based in Scottsdale, AZ. The company was founded in 1994 by Todd McArthur Douma. TMD & Associates was acquired by One Charles Private Wealth LLC on July 01, 2019. | Finance |
One Charles Private Wealth Services LLC
One Charles Private Wealth Services LLC Investment ManagersFinance One Charles Private Wealth Services LLC (One Charles) is a SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Paul Squarcia in 2015 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). One Charles provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Finance |
TMD Wealth Management LLC
TMD Wealth Management LLC Investment ManagersFinance TMD Wealth Management LLC (TMD) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm is a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TMD provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Finance |
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