Sam Chase
Portefeuillebeheerder-Aandelen bij Stephens Investment Management Group LLC
Profiel
Mr. Samuel M.
Chase is a Senior Portfolio Manager at Stephens Investment Management Group LLC.
His primary sector responsibilities include Consumer Discretionary and Financials.
Prior to joining the firm, Mr. Chase worked for AIM Capital Management, Inc. and was responsible for research and analysis of small capitalization securities on AIM's Small Cap Growth Fund.
Prior to joining AI Capital Management, he worked for Wachovia Capital Associates where he focused on middle market growth capital investments.
Before joining Wachovia Capital, he was employed by Wachovia Securities as an Analyst in the firm's investment banking division.
Mr. Chase earned his Bachelor's degree in History at Washington and Lee University in 1999 and his MBA from the Southern Methodist University in 2004.
He holds a Chartered Financial Analyst designation and his Series 7, 63, and 65.
Actieve functies van Sam Chase
| Bedrijven | Functie | Begin |
|---|---|---|
Stephens Investment Management Group LLC
 Stephens Investment Management Group LLC Investment ManagersFinance Stephens Investment Management Group LLC (SIMG) is a SEC-registered investment advisor headquartered in Little Rock, Arkansas. The firm was founded in 2005 and is a wholly-owned subsidiary of Stephens Investments Holdings LLC, which is a privately held company, owned by the Warren A. Stephens Trust controlled by Warren A. Stephens. SIMG is primarily an investment adviser to institutional accounts, high net-worth individuals and to investment companies. | Portefeuillebeheerder-Aandelen | 01-06-2005 |
Eerdere bekende functies van Sam Chase
| Bedrijven | Functie | Einde |
|---|---|---|
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Analyst-Equity | 30-11-2005 |
| Invesco AIM Capital Management, Inc. | Corporate Officer/Principal | - |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Analyst-Equity | - |
Opleiding van Sam Chase
| Washington & Lee University | Undergraduate Degree |
| Southern Methodist University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Finance |
Stephens Investment Management Group LLC
Stephens Investment Management Group LLC Investment ManagersFinance Stephens Investment Management Group LLC (SIMG) is a SEC-registered investment advisor headquartered in Little Rock, Arkansas. The firm was founded in 2005 and is a wholly-owned subsidiary of Stephens Investments Holdings LLC, which is a privately held company, owned by the Warren A. Stephens Trust controlled by Warren A. Stephens. SIMG is primarily an investment adviser to institutional accounts, high net-worth individuals and to investment companies. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
| Invesco AIM Capital Management, Inc. | Finance |