![Stephen James McNaughton](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>)
Stephen James McNaughton
Algemeen Directeur bij
Rede Wealth LLC
Profiel
Stephen James McNaughton is the founder of Rede Wealth LLC, serving as Chief Executive Officer since 2015.
Former positions include First Vice President of Investments at Stifel, Nicolaus & Co., Inc. from 2009 to 2015 and Vice President at UBS Wealth Management North American Property Fund Ltd. from 2001 to 2009.
Education includes an undergraduate degree from the University of Virginia, conferred in 2001.
Actieve functies van Stephen James McNaughton
| Bedrijven | Functie | Begin |
|---|---|---|
Rede Wealth LLC
 Rede Wealth LLC Investment ManagersFinance Rede Wealth utilizes a combination of fundamental, technical and cyclical analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The firm primarily allocates client assets among various mutual funds, ETFs and Independent Managers. On a limited basis, they may also utilize stocks, bonds, options, REITs and MLPs. | Algemeen Directeur | 01-01-2015 |
Eerdere bekende functies van Stephen James McNaughton
| Bedrijven | Functie | Einde |
|---|---|---|
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01-01-2015 |
UBS Wealth Management North American Property Fund Ltd.
 UBS Wealth Management North American Property Fund Ltd. Financial ConglomeratesFinance Provides investment services | Corporate Officer/Principal | 01-11-2009 |
Opleiding van Stephen James McNaughton
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
99
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
UBS Wealth Management North American Property Fund Ltd.
UBS Wealth Management North American Property Fund Ltd. Financial ConglomeratesFinance Provides investment services | Finance |
Rede Wealth LLC
Rede Wealth LLC Investment ManagersFinance Rede Wealth utilizes a combination of fundamental, technical and cyclical analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The firm primarily allocates client assets among various mutual funds, ETFs and Independent Managers. On a limited basis, they may also utilize stocks, bonds, options, REITs and MLPs. | Finance |
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