Historique de carrière de Richard Howard Stevens
Anciens postes connus de Richard Howard Stevens
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
DBK Financial Counsel LLC
 DBK Financial Counsel LLC Investment ManagersFinance DBK Financial Counsel LLC (DBK) is an independent registered investment advisor headquartered in Cuyahoga Falls, Ohio. The firm was founded by David B. Kearns in 2014. DBK provides investment advisory services to high-net-worth individuals concerning various securities. | Directeur en chef des Investissements | 01/04/2014 | 04/05/2016 |
| Gestionnaire de Portefeuille-Actions | 01/04/2014 | 04/05/2016 | |
Willow Street Advisors LLC
 Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Directeur en chef des Investissements | 11/02/2011 | 01/01/2014 |
| Fondateur | 14/02/2011 | 01/01/2014 | |
| Gestionnaire de Portefeuille-Actions | 14/02/2011 | 01/01/2014 | |
| Portfolio Manager-Fixed Income | 14/02/2011 | 01/01/2014 | |
| President | 01/12/2008 | 01/01/2014 | |
| Responsable de la banque privée | 01/12/2008 | 01/01/2014 |
Formation de Richard Howard Stevens
| University of Pennsylvania | Undergraduate Degree |
| St. Joseph's University | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Chief Investment Officer | 2 |
| Portfolio Manager-Equities | 2 |
| Founder | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Willow Street Advisors LLC
Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Finance |
DBK Financial Counsel LLC
DBK Financial Counsel LLC Investment ManagersFinance DBK Financial Counsel LLC (DBK) is an independent registered investment advisor headquartered in Cuyahoga Falls, Ohio. The firm was founded by David B. Kearns in 2014. DBK provides investment advisory services to high-net-worth individuals concerning various securities. | Finance |
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