![Seve Bowery](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Stephen J.
Bowery, CFA, is a Senior Managing Director at Clearstead Advisors, LLC.
Mr. Bowery supports clients with investment strategy, portfolio management, and long-term financial planning.
He has been working in the financial services industry since 1991 and joined Clearstead in 2020.
He brings expertise in research, portfolio construction, fund management, and client service.
Before joining Clearstead, he served as President of Virginia Capital Strategies (VCS), a Roanoke-based investment management firm he founded in 2001, which joined Wilbanks Smith & Thomas Asset Management, LLC (“WST”) in January 2020, prior to its acquisition by Clearstead in April 2024.
Throughout Mr. Bowery's career, he has held roles as Research Analyst, Portfolio Manager, Fund Manager, and Client Service Officer.
Mr. Bowery obtained his Bachelor of Arts degree from Emory & Henry College, where he also participated on the football team, and earned his Master of Business Administration from Wake Forest University; he holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner (CFP).
Aktive Positionen von Seve Bowery
| Unternehmen | Position | Beginn |
|---|---|---|
Virginia Capital Strategies, Inc.
 Virginia Capital Strategies, Inc. Investment ManagersFinance Provides investment advisory services | Präsident | - |
Clearstead Advisors, LLC
 Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection. | Portfolio Manager-Aktien | 01.01.2020 |
Ehemalige bekannte Positionen von Seve Bowery
| Unternehmen | Position | Ende |
|---|---|---|
Wilbanks, Smith & Thomas Asset Management LLC
 Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance WST provide their clients with investment advisory services that consists of discretionary asset management through use of equity, fixed-income and balanced (between equity securities such as stocks and fixed-income securities such as municipal and government bonds) portfolios. Their primary strategy is to diversify the portfolio by asset class, geography, market capitalization, and style. The long-term objective of each WST’s strategy is to achieve risk-adjusted returns that exceed those of comparable buy-and-hold strategies, primarily by reducing the experience of volatility that affects markets. | Mitglied des Investmentausschusses | 01.04.2024 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
17
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Wilbanks, Smith & Thomas Asset Management LLC
Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance WST provide their clients with investment advisory services that consists of discretionary asset management through use of equity, fixed-income and balanced (between equity securities such as stocks and fixed-income securities such as municipal and government bonds) portfolios. Their primary strategy is to diversify the portfolio by asset class, geography, market capitalization, and style. The long-term objective of each WST’s strategy is to achieve risk-adjusted returns that exceed those of comparable buy-and-hold strategies, primarily by reducing the experience of volatility that affects markets. | Finance |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection. | Finance |
Virginia Capital Strategies, Inc.
Virginia Capital Strategies, Inc. Investment ManagersFinance Provides investment advisory services | Finance |
