Profil
Stephen C.
Morgan is currently the Director at Diversified Builder Services, Inc. and was previously the President at the University of La Verne.
He has also served as a Director at PFF Bancorp, Inc., PFF Bank & Trust, Glencrest Investment Advisors, Inc., and Glencrest Insurance Services, Inc.
Postes actifs de Stephen C. Morgan
| Sociétés | Poste | Début |
|---|---|---|
University of La Verne
University of La Verne Other Consumer ServicesConsumer Services Functions as a College/University | President | 01/01/1985 |
Diversified Builder Services, Inc. | Directeur/Membre du Conseil | - |
Anciens postes connus de Stephen C. Morgan
| Sociétés | Poste | Fin |
|---|---|---|
Glencrest Insurance Services, Inc.
Glencrest Insurance Services, Inc. Insurance Brokers/ServicesFinance Provides insurance services | Directeur/Membre du Conseil | - |
PFF Bank & Trust
PFF Bank & Trust Savings BanksFinance Federally chartered savings institution | Directeur/Membre du Conseil | - |
Glencrest Investment Advisors, Inc.
Glencrest Investment Advisors, Inc. Investment ManagersFinance Glencrest provides comprehensive financial management from traditional banking services, to integrated wealth management and investment strategy, to coordinated solutions in estate planning, insurance and risk management. Their approach emphasizes diversification of investment style permitting portfolios to capture dominant themes in the marketplace which has historically led to steady returns with lower levels of risk. Focusing on one investment style, strategy or asset allocation model can lead to long periods of sub-par returns and elevated levels of risk. Glencrest's research concludes that the aftermath of speculative bubbles like the past decade are followed by several years of sub-par equity returns and above-average bond returns. As a result, they have emphasized fixed income securities in client portfolios. Their sell discipline is normally if a holding declines more than 10%, it will be sold. This reduces down-side risk and maintains their focus on wealth-building investment strategies, not buyer's remorse. The firm tends to invest in US large-cap equities in the energy, technology services and finance sectors. They maintain a very high turnover rate. | Directeur/Membre du Conseil | - |
PFF Bancorp, Inc.
PFF Bancorp, Inc. Savings BanksFinance Provides financial services to individuals and companies | Directeur/Membre du Conseil | - |
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 | 6 |
|---|---|
PFF Bancorp, Inc.
PFF Bancorp, Inc. Savings BanksFinance Provides financial services to individuals and companies | Finance |
University of La Verne
University of La Verne Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PFF Bank & Trust
PFF Bank & Trust Savings BanksFinance Federally chartered savings institution | Finance |
Diversified Builder Services, Inc. | |
Glencrest Investment Advisors, Inc.
Glencrest Investment Advisors, Inc. Investment ManagersFinance Glencrest provides comprehensive financial management from traditional banking services, to integrated wealth management and investment strategy, to coordinated solutions in estate planning, insurance and risk management. Their approach emphasizes diversification of investment style permitting portfolios to capture dominant themes in the marketplace which has historically led to steady returns with lower levels of risk. Focusing on one investment style, strategy or asset allocation model can lead to long periods of sub-par returns and elevated levels of risk. Glencrest's research concludes that the aftermath of speculative bubbles like the past decade are followed by several years of sub-par equity returns and above-average bond returns. As a result, they have emphasized fixed income securities in client portfolios. Their sell discipline is normally if a holding declines more than 10%, it will be sold. This reduces down-side risk and maintains their focus on wealth-building investment strategies, not buyer's remorse. The firm tends to invest in US large-cap equities in the energy, technology services and finance sectors. They maintain a very high turnover rate. | Finance |
Glencrest Insurance Services, Inc.
Glencrest Insurance Services, Inc. Insurance Brokers/ServicesFinance Provides insurance services | Finance |
















