Profiel
Stephen Andrew Wenstrup worked as a Portfolio Manager at James Investment Research, Inc. from 1994 to 2001.
Prior to that, he was a Member at Smith Barney Asset Management from 1983 to 1988.
Currently, he is a Principal at Tillar-Wenstrup Advisors LLC, a position he has held since 2001 and will hold until 2023.
Wenstrup received his undergraduate degree from Xavier University in 1981.
Eerdere bekende functies van Steve Wenstrup
| Bedrijven | Functie | Einde |
|---|---|---|
Tillar-Wenstrup Advisors LLC
 Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers. | Portefeuillebeheerder-Aandelen | 05-01-2023 |
James Investment Research, Inc.
 James Investment Research, Inc. Investment ManagersFinance James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients. | Portfolio Manager-Fixed Income | 30-09-2001 |
| Smith Barney Asset Management | Corporate Officer/Principal | 31-12-1988 |
Opleiding van Steve Wenstrup
| Xavier University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
James Investment Research, Inc.
James Investment Research, Inc. Investment ManagersFinance James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients. | Finance |
| Smith Barney Asset Management | Finance |
Tillar-Wenstrup Advisors LLC
Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers. | Finance |
