Dean John Kartsonas
Analyst-Fixed Income chez Staley Capital Advisers, Inc.
Profil
Mr. Dean J.
Kartsonas, CFA MBA, is a Managing Director at Staley Capital Advisers, Inc. He joined the firm as Vice President and Portfolio manager in March 2018, and became a Managing Director in January 2020.
He manages private account client portfolios and also provides analysis of equity and high yield securities.
From September 2013 through February 2018, he served as a founding partner and Chief Investment Officer of Shorebridge Wealth Management; he was a registered Investment Adviser Representative with Raymond James Financial Services Advisors, Inc. He was a Portfolio Manager and Research Analyst at Federated Investors, Inc. from 1994 – 2013.
He earned a BS degree, majoring in Economics from Cornell University and an MBA in Finance from the Katz Graduate School of Business at the University of Pittsburgh.
Postes actifs de Dean John Kartsonas
| Sociétés | Poste | Début |
|---|---|---|
Staley Capital Advisers, Inc.
 Staley Capital Advisers, Inc. Investment ManagersFinance Staley Capital Advisers, Inc. (Staley Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by John Staley A. IV in 1996. Staley Capital provides portfolio management services to wealthy families, individuals, trusts and institutional accounts such as charitable organizations and profit-sharing plans. | Analyst-Fixed Income | 01/03/2018 |
Anciens postes connus de Dean John Kartsonas
| Sociétés | Poste | Fin |
|---|---|---|
| Shorebridge Wealth Management LLC | Corporate Officer/Principal | 01/02/2018 |
Federated Equity Management Company of Pennsylvania
 Federated Equity Management Company of Pennsylvania Investment ManagersFinance Federated Equity Management Company of Pennsylvania (FEMCOPA) is a mutual fund manager headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2003 and is a subsidiary of FII Holdings, Inc., which is owned by Federated Hermes, Inc. (NYSE: FHI). FEMCOPA provides investment advisory services to individuals, high net-worth individuals, corporations, business entities and other institutional investors, banks, thrift institutions and other financial institutions, private, federal, state or government pension and profit-sharing plans, trusts, estates, charitable foundations and organizations, federal, state and municipal government entities, foreign accounts, and collective or common funds, private funds, and other pooled investment vehicles. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
Raymond James Financial Services Advisors, Inc.
 Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Corporate Officer/Principal | - |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - |
Formation de Dean John Kartsonas
| University of Pittsburgh | Masters Business Admin |
| Cornell University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Staley Capital Advisers, Inc.
Staley Capital Advisers, Inc. Investment ManagersFinance Staley Capital Advisers, Inc. (Staley Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by John Staley A. IV in 1996. Staley Capital provides portfolio management services to wealthy families, individuals, trusts and institutional accounts such as charitable organizations and profit-sharing plans. | Finance |
Federated Equity Management Company of Pennsylvania
Federated Equity Management Company of Pennsylvania Investment ManagersFinance Federated Equity Management Company of Pennsylvania (FEMCOPA) is a mutual fund manager headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2003 and is a subsidiary of FII Holdings, Inc., which is owned by Federated Hermes, Inc. (NYSE: FHI). FEMCOPA provides investment advisory services to individuals, high net-worth individuals, corporations, business entities and other institutional investors, banks, thrift institutions and other financial institutions, private, federal, state or government pension and profit-sharing plans, trusts, estates, charitable foundations and organizations, federal, state and municipal government entities, foreign accounts, and collective or common funds, private funds, and other pooled investment vehicles. | Finance |
Raymond James Financial Services Advisors, Inc.
Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Finance |
| Shorebridge Wealth Management LLC |