Steve TeSelle
Algemeen Directeur bij Dorato Capital Management LLC
Profiel
Mr. Steven D.
TeSelle, CFA, is a Founder at Dorato Capital Management LLC.
Mr. TeSelle was previously employed as a Principal by Comprehensive Planning, Inc., a Principal by Meridian Management Co., and a Principal by Peace Corps (District of Columbia).
He attended Stanford University, where he earned a Bachelor of Arts degree in Political Science.
Steve later received his Master’s degree in Public Affairs from Princeton University.
He has earned the designations of Chartered Financial Analyst, Certified Financial Planner, and Enrolled Agent.
Actieve functies van Steve TeSelle
| Bedrijven | Functie | Begin |
|---|---|---|
Dorato Capital Management LLC
 Dorato Capital Management LLC Investment ManagersFinance Dorato Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Steven TeSelle in 2000. DCM provides asset management and investment planning to a variety of clients. Through separate accounts, the firm offers investment portfolios customized to meet their clients' unique needs. | Algemeen Directeur | 01-04-2000 |
Eerdere bekende functies van Steve TeSelle
| Bedrijven | Functie | Einde |
|---|---|---|
Meridian Management Co.
 Meridian Management Co. Investment ManagersFinance Founded by Lee Bodenhamer, Meridian Management Co., is a registered investment advisor located in Little Rock, Arkansas. The firm was founded in 1977 as a subsidiary of First Variable Life Insurance Co. and became an independent firm in 1983. They are also known as Meridian Investment Advisors. Meridian manages discretionary equity, fixed-income and balanced portfolios using individual securities and/or no-load mutual funds. Their clients include endowments, foundations, company retirement plans, individuals, and high net-worth families. | Corporate Officer/Principal | - |
| Peace Corps (District of Columbia) | Corporate Officer/Principal | - |
Comprehensive Planning, Inc.
 Comprehensive Planning, Inc. Insurance Brokers/ServicesFinance Comprehensive Planning, Inc. provides insurance brokerage services. The private company is based in Troy, MI. The company was founded in 1981 by Edward E. Archey, Gilder Deborah. Edward E. Archey has been the CEO since 1981. | Corporate Officer/Principal | - |
Opleiding van Steve TeSelle
| Stanford University | Undergraduate Degree |
| Princeton University | Graduate 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 | 4 |
|---|---|
Meridian Management Co.
Meridian Management Co. Investment ManagersFinance Founded by Lee Bodenhamer, Meridian Management Co., is a registered investment advisor located in Little Rock, Arkansas. The firm was founded in 1977 as a subsidiary of First Variable Life Insurance Co. and became an independent firm in 1983. They are also known as Meridian Investment Advisors. Meridian manages discretionary equity, fixed-income and balanced portfolios using individual securities and/or no-load mutual funds. Their clients include endowments, foundations, company retirement plans, individuals, and high net-worth families. | Finance |
Dorato Capital Management LLC
Dorato Capital Management LLC Investment ManagersFinance Dorato Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Steven TeSelle in 2000. DCM provides asset management and investment planning to a variety of clients. Through separate accounts, the firm offers investment portfolios customized to meet their clients' unique needs. | Finance |
| Peace Corps (District of Columbia) | Government |
Comprehensive Planning, Inc.
Comprehensive Planning, Inc. Insurance Brokers/ServicesFinance Comprehensive Planning, Inc. provides insurance brokerage services. The private company is based in Troy, MI. The company was founded in 1981 by Edward E. Archey, Gilder Deborah. Edward E. Archey has been the CEO since 1981. | Finance |
