Robert T. Stephenson
Fondateur chez JP Marvel Investment Advisors LLC
Profil
Mr. Robert T.
Stephenson is Director of Research & Associate Portfolio Manager at JP Marvel Investment Advisors LLC.
He is a founding member of the firm.
As Director of Research, he monitors current portfolio security performance and evaluates potential portfolio investments.
His research focuses on fundamental, technical, and growth characteristics of public companies and their underlying equity securities.
As Associate Portfolio Manager, he works with members of the Investment Committee to make equity, fixed income, and asset allocation investment decisions for client portfolios.
He also serves on the firm’s Trading and Operations Committee.
He is a member of the Boston Security Analysts Society.
Earlier in his career, Mr. Stephenson worked as a Research Analyst and Associate Portfolio Manager of the High Net Worth Group of Longwood Investment Advisors.
Before joining Longwood, he was Vice President of Investments at UBS PaineWebber, where he advised institutional and individual clients for seven years.
Prior to that, he was an Associate Analyst for Fahnestock & Co., covering the biotechnology and waste management sectors.
He received his MBA from Boston College and his BA from Connecticut College.
Postes actifs de Robert T. Stephenson
| Sociétés | Poste | Début |
|---|---|---|
JP Marvel Investment Advisors LLC
 JP Marvel Investment Advisors LLC Investment ManagersFinance Founded in 2007, JP Marvel Investment Advisors LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides customized investment supervisory services to individuals, trusts, estates, or charitable organizations, and corporations or business entities. They also sponsor the Captain Fund I LLC. | Fondateur | 01/05/2007 |
Anciens postes connus de Robert T. Stephenson
| Sociétés | Poste | Fin |
|---|---|---|
Longwood Investment Advisors, Inc.
 Longwood Investment Advisors, Inc. Investment ManagersFinance Longwood Investment Advisors, Inc. is a registered investment advisor that was founded in 1993 by John P. McNiff and Robert A. Davidson. They provide small-cap growth and small/mid-cap growth management to institutions and high net worth individuals. They are headquartered in King of Prussia, Pennsylvania with an additional office in Boston | Gestionnaire de Portefeuille-Actions | 30/09/2007 |
| UBS PaineWebber, Inc. | Corporate Officer/Principal | - |
| Fahnestock & Co., Inc. | Corporate Officer/Principal | - |
Formation de Robert T. Stephenson
| Connecticut College | Undergraduate Degree |
| Wallace E Carroll School of Management | Masters Business Admin |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Longwood Investment Advisors, Inc.
Longwood Investment Advisors, Inc. Investment ManagersFinance Longwood Investment Advisors, Inc. is a registered investment advisor that was founded in 1993 by John P. McNiff and Robert A. Davidson. They provide small-cap growth and small/mid-cap growth management to institutions and high net worth individuals. They are headquartered in King of Prussia, Pennsylvania with an additional office in Boston | Finance |
JP Marvel Investment Advisors LLC
JP Marvel Investment Advisors LLC Investment ManagersFinance Founded in 2007, JP Marvel Investment Advisors LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides customized investment supervisory services to individuals, trusts, estates, or charitable organizations, and corporations or business entities. They also sponsor the Captain Fund I LLC. | Finance |
| Fahnestock & Co., Inc. | Finance |
| UBS PaineWebber, Inc. | Finance |