Profiel
Steven William Ash worked as a Portfolio Manager at Stockman Wealth Management, Inc. from 2015 to 2016 and as a Principal at Optima Capital Management, Inc. (Montana) from 2004 to 2014.
Eerdere bekende functies van Steve Ash
Bedrijven | Functie | Einde |
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Stockman Wealth Management, Inc.
Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities. | Portefeuillebeheerder-Aandelen | 07-10-2016 |
Optima Capital Management, Inc. (Montana)
Optima Capital Management, Inc. (Montana) Investment ManagersFinance Optima Capital Management, Inc. provides investment advisory services. It offers asset management and wealth management services.to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and off-shore trusts. The company is headquartered in Billings, MT. | Corporate Officer/Principal | 01-08-2014 |
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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Stockman Wealth Management, Inc.
Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities. | Finance |
Optima Capital Management, Inc. (Montana)
Optima Capital Management, Inc. (Montana) Investment ManagersFinance Optima Capital Management, Inc. provides investment advisory services. It offers asset management and wealth management services.to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and off-shore trusts. The company is headquartered in Billings, MT. | Finance |