Profiel
Mr. Craig A.
Stephens is Portfolio Consultant at Stafford Capital Management LLC.
Mr. Stephens was previously employed as Partner by KCM Investment Advisors LLC, Senior Equity Portfolio Manager by Dresdner RCM Global Investors LLC, Portfolio Manager by Metalmark Capital Holdings LLC, and Principal by Salomon Smith Barney and Painewebber Group, Inc.
He received a BS degree in Finance and Economics from the University of Southern California.
Eerdere bekende functies van Craig Arthur Stephens
Bedrijven | Functie | Einde |
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Stafford Capital Management LLC
Stafford Capital Management LLC Investment ManagersFinance Stafford Capital Management LLC (SCM) is an independent wealth management firm headquartered in Sausalito, California. The firm was founded by Robert Stafford in 1986. SCM provides separate account management for high-net worth individuals and families, trusts, small corporations, and business entities. | Portfolio Manager-Equities | 01-12-2015 |
KCM Investment Advisors LLC
KCM Investment Advisors LLC Investment ManagersFinance KCM Investment Advisors LLC is a privately held, SEC-registered investment advisor headquartered in Greenbrae, California. The firm was founded by Jay Kellett in 1996. KCM offers Equity and Fixed Income investment management for families, trusts, endowments and institutions. | Portfolio Manager-Equities | 30-09-2007 |
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Portfolio Manager-Equities | 01-01-1999 |
Metalmark Capital LLC
Metalmark Capital LLC Investment ManagersFinance Metalmark Capital LLC (Metalmark Capital) is a private equity firm founded by John J. Moon in 1986. The firm is headquartered in New York. | Private Equity Investor | 01-01-1988 |
Smith Barney Asset Management | Corporate Officer/Principal | 01-01-1979 |
Opleiding van Craig Arthur Stephens
University of Southern California | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 6 |
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RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Finance |
Stafford Capital Management LLC
Stafford Capital Management LLC Investment ManagersFinance Stafford Capital Management LLC (SCM) is an independent wealth management firm headquartered in Sausalito, California. The firm was founded by Robert Stafford in 1986. SCM provides separate account management for high-net worth individuals and families, trusts, small corporations, and business entities. | Finance |
KCM Investment Advisors LLC
KCM Investment Advisors LLC Investment ManagersFinance KCM Investment Advisors LLC is a privately held, SEC-registered investment advisor headquartered in Greenbrae, California. The firm was founded by Jay Kellett in 1996. KCM offers Equity and Fixed Income investment management for families, trusts, endowments and institutions. | Finance |
Metalmark Capital LLC
Metalmark Capital LLC Investment ManagersFinance Metalmark Capital LLC (Metalmark Capital) is a private equity firm founded by John J. Moon in 1986. The firm is headquartered in New York. | Finance |
Smith Barney Asset Management | Finance |
Painewebber Group, Inc. | Finance |