Don Stellin
Portfolio Manager-Aktien bei HighTower Advisors LLC
Profil
Mr. Donald W.
Stellin is a Partner at HighTower Advisors LLC.
He develops financial plans, manages investment portfolios, and works collaboratively with clients to create retirement income plans.
Prior to HighTower, he began his career with Merrill Lynch in Traverse City, Michigan as a financial advisor in 2000.
He comes to HighTower from Stifel Nicolaus and UBS Financial Services.
Having worked for several large brokerage firms, he appreciates the independent, open-architecture, open-source structure of HighTower for serving the needs and goals of his clients.
He holds a BA from the University of Michigan at Ann Arbor.
Mr. Stellin holds Series 7 and 66 licenses as well as Life and Health Insurance licenses.
Aktive Positionen von Don Stellin
Unternehmen | Position | Beginn |
---|---|---|
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Portfolio Manager-Aktien | 01.09.2011 |
Ehemalige bekannte Positionen von Don Stellin
Unternehmen | Position | Ende |
---|---|---|
Merrill Lynch Trust Co. | Corporate Officer/Principal | - |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Corporate Officer/Principal | 30.08.2011 |
Ausbildung von Don Stellin
University of Michigan | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Finance |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Merrill Lynch Trust Co. |