Stephanie Schulze Thomas
Analyst-Equity bij Bahl & Gaynor, Inc.
Profiel
Ms. Stephanie S.
Thomas, CFA MBA, is a Managing Director, Portfolio Manager & Principal at Bahl & Gaynor, Inc. She works primarily with institutional clients along with select high net worth relationships.
She also coordinates third-party distribution relationships and travels regularly to support Bahl & Gaynor national platform partners.
Ms. Thomas is a member of the Investment Committee covering the Real Estate Sector.
Prior to joining Bahl & Gaynor, Ms. Thomas worked at various positions at Fifth Third Bank including Managing Director of Client Management, Senior Investment Advisor at the Investment Advisors Division and Commercial Banker at the Commercial Banking Team.
She received her Bachelor of Arts major in Economics and a minor in Business from the Wittenberg University and a Master of Business Administration degree from University of Notre Dame.
Ms. Thomas is also a CFA charterholder.
Actieve functies van Stephanie Schulze Thomas
Bedrijven | Functie | Begin |
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Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients. | Analyst-Equity | 02-07-2012 |
Eerdere bekende functies van Stephanie Schulze Thomas
Bedrijven | Functie | Einde |
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ClearArc Capital, Inc.
ClearArc Capital, Inc. Investment ManagersFinance ClearArc Capital, Inc. is an investment management firm headquartered in Cincinnati, Ohio. The firm is a wholly-owned subsidiary of Fifth Third Bancorp (NASDAQ: FITB) (FITB). ClearArc Capital traces their origins to Investment Strategies, Inc. (ISI), a Cleveland-based investment firm, which was founded in 1975. In 1992, ISI changed their name to Maxus Asset Management, Inc. (MAMI). In connection with the acquisition of the parent company of MAMI by FITB in January 2001, the firm’s name was changed to Fifth Third/Maxus Asset Management. On April 2, 2001, FITB acquired Old Kent Financial Corp. which owned Lyon Street Asset Management Co. On April 30, 2001, the firm name was changed to Fifth Third Asset Management, Inc. and consequently became ClearArc Capital, Inc. in December 2013. ClearArc Capital provides discretionary and non-discretionary investment management services to charitable organizations, not-for-profit organizations, corporations, governmental plans and municipalities, trusts and high net-worth individuals, pension and profit-sharing plans, banks, and pooled investment vehicles. | Corporate Officer/Principal | 31-05-2012 |
Opleiding van Stephanie Schulze Thomas
University of Notre Dame | Masters Business Admin |
Wittenberg University | Undergraduate Degree |
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 | 2 |
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Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients. | Finance |
ClearArc Capital, Inc.
ClearArc Capital, Inc. Investment ManagersFinance ClearArc Capital, Inc. is an investment management firm headquartered in Cincinnati, Ohio. The firm is a wholly-owned subsidiary of Fifth Third Bancorp (NASDAQ: FITB) (FITB). ClearArc Capital traces their origins to Investment Strategies, Inc. (ISI), a Cleveland-based investment firm, which was founded in 1975. In 1992, ISI changed their name to Maxus Asset Management, Inc. (MAMI). In connection with the acquisition of the parent company of MAMI by FITB in January 2001, the firm’s name was changed to Fifth Third/Maxus Asset Management. On April 2, 2001, FITB acquired Old Kent Financial Corp. which owned Lyon Street Asset Management Co. On April 30, 2001, the firm name was changed to Fifth Third Asset Management, Inc. and consequently became ClearArc Capital, Inc. in December 2013. ClearArc Capital provides discretionary and non-discretionary investment management services to charitable organizations, not-for-profit organizations, corporations, governmental plans and municipalities, trusts and high net-worth individuals, pension and profit-sharing plans, banks, and pooled investment vehicles. | Finance |