Profil
Mr. Donald W.
Stellin is a Partner at HighTower Advisors LLC.
He develops financial plans, manages investment portfolios, and works collaboratively with clients to create retirement income plans.
Prior to HighTower, he began his career with Merrill Lynch in Traverse City, Michigan as a financial advisor in 2000.
He comes to HighTower from Stifel Nicolaus and UBS Financial Services.
Having worked for several large brokerage firms, he appreciates the independent, open-architecture, open-source structure of HighTower for serving the needs and goals of his clients.
He holds a BA from the University of Michigan at Ann Arbor.
Mr. Stellin holds Series 7 and 66 licenses as well as Life and Health Insurance licenses.
Aktive Positionen von Don Stellin
| Unternehmen | Position | Beginn |
|---|---|---|
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Portfolio Manager-Aktien | 01.09.2011 |
Ehemalige bekannte Positionen von Don Stellin
| Unternehmen | Position | Ende |
|---|---|---|
Merrill Lynch Trust Co. | Corporate Officer/Principal | - |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 30.08.2011 |
Ausbildung von Don Stellin
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Michigan
University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Merrill Lynch Trust Co. |
















