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Richard Howard Stevens
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Karriereverlauf von Richard Howard Stevens
Ehemalige bekannte Positionen von Richard Howard Stevens
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
DBK Financial Counsel LLC
![]() DBK Financial Counsel LLC Investment ManagersFinance DBK Financial Counsel LLC (DBK) is an independent registered investment advisor headquartered in Cuyahoga Falls, Ohio. The firm was founded by David B. Kearns in 2014. DBK provides investment advisory services to high-net-worth individuals concerning various securities. | Chief Investment Officer | 01.04.2014 | 04.05.2016 |
Portfolio Manager-Aktien | 01.04.2014 | 04.05.2016 | |
Willow Street Advisors LLC
![]() Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Chief Investment Officer | 11.02.2011 | 01.01.2014 |
Gründer | 14.02.2011 | 01.01.2014 | |
Portfolio Manager-Aktien | 14.02.2011 | 01.01.2014 | |
Portfolio Manager-Fixed Income | 14.02.2011 | 01.01.2014 | |
Präsident | 01.12.2008 | 01.01.2014 | |
Leiter des Privatbankwesens | 01.12.2008 | 01.01.2014 |
Ausbildung von Richard Howard Stevens
University of Pennsylvania | Undergraduate Degree |
St. Joseph's University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Founder | 1 |
Sektoral
Finance | 3 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Willow Street Advisors LLC
![]() Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Finance |
DBK Financial Counsel LLC
![]() DBK Financial Counsel LLC Investment ManagersFinance DBK Financial Counsel LLC (DBK) is an independent registered investment advisor headquartered in Cuyahoga Falls, Ohio. The firm was founded by David B. Kearns in 2014. DBK provides investment advisory services to high-net-worth individuals concerning various securities. | Finance |
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