Karriereverlauf von Steven Neeley
Ehemalige bekannte Positionen von Steven Neeley
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
TMD Wealth Management LLC
 TMD Wealth Management LLC Investment ManagersFinance TMD Wealth Management LLC (TMD) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm is a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TMD provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Chief Investment Officer | 01.10.2020 | 01.07.2022 |
| Mitglied des Investmentausschusses | 01.10.2020 | 01.07.2022 | |
One Charles Private Wealth Services LLC
 One Charles Private Wealth Services LLC Investment ManagersFinance One Charles Private Wealth Services LLC (One Charles) is a SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Paul Squarcia in 2015 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). One Charles provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Analyst-Equity | 01.07.2019 | 01.09.2020 |
| Chief Investment Officer | 01.07.2019 | 01.09.2020 | |
| Mitglied des Investmentausschusses | 01.07.2019 | 01.09.2020 | |
| Portfolio Manager-Aktien | 01.07.2019 | 01.09.2020 | |
| Leiter des Privatbankwesens | 01.07.2019 | 01.09.2020 | |
TMD & Associates, Inc.
 TMD & Associates, Inc. Investment ManagersFinance TMD & Associates, Inc. provides investment advice. The company is based in Scottsdale, AZ. The company was founded in 1994 by Todd McArthur Douma. TMD & Associates was acquired by One Charles Private Wealth LLC on July 01, 2019. | Analyst-Equity | 01.07.2010 | 01.06.2019 |
| Trading-Equity | 01.07.2010 | 01.06.2019 | |
| Mitglied des Investmentausschusses | 01.07.2010 | 01.06.2019 | |
| Portfolio Manager-Aktien | 01.07.2010 | 01.06.2019 |
Ausbildung von Steven Neeley
| Thunderbird School of Global Management | Masters Business Admin |
| Indiana University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 6 |
Operativ
| Investment Committee Member | 3 |
| Analyst-Equity | 2 |
| Portfolio Manager-Equities | 2 |
Sektoral
| Finance | 4 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
TMD & Associates, Inc.
TMD & Associates, Inc. Investment ManagersFinance TMD & Associates, Inc. provides investment advice. The company is based in Scottsdale, AZ. The company was founded in 1994 by Todd McArthur Douma. TMD & Associates was acquired by One Charles Private Wealth LLC on July 01, 2019. | Finance |
One Charles Private Wealth Services LLC
One Charles Private Wealth Services LLC Investment ManagersFinance One Charles Private Wealth Services LLC (One Charles) is a SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Paul Squarcia in 2015 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). One Charles provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Finance |
TMD Wealth Management LLC
TMD Wealth Management LLC Investment ManagersFinance TMD Wealth Management LLC (TMD) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm is a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TMD provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Finance |
- Börse
- Insiders
- Steven Neeley
- Erfahrung
