Loopbaan van Richard Howard Stevens
Eerdere bekende functies van Richard Howard Stevens
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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 |
| Portefeuillebeheerder-Aandelen | 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 |
| Oprichter | 14-02-2011 | 01-01-2014 | |
| Portefeuillebeheerder-Aandelen | 14-02-2011 | 01-01-2014 | |
| Portfolio Manager-Fixed Income | 14-02-2011 | 01-01-2014 | |
| President | 01-12-2008 | 01-01-2014 | |
| Hoofd van Private Banking | 01-12-2008 | 01-01-2014 |
Opleiding van Richard Howard Stevens
| University of Pennsylvania | Undergraduate Degree |
| St. Joseph's University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 5 |
Operationeel
| Chief Investment Officer | 2 |
| Portfolio Manager-Equities | 2 |
| Founder | 1 |
Sectoraal
| Finance | 3 |
| Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
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 |
