![Stephen D. Birmingham](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Stephen D.
Birmingham is a Managing Director at Windhaven Investment Management, Inc. Prior to that, Mr. Birmingham enjoyed a years of career at a privately-held family business.
Mr. Birmingham earned a BA in economics from Boston College.
For nine years he served as a trustee of The Catholic Schools Foundation.
He interests include downhill skiing, golf, and boating.
| Sociétés | Poste | Fin |
|---|---|---|
Windward Investment Management
 Windward Investment Management Investment ManagersFinance Windward's investment process is quantitative and highly disciplined. Each month they update and run market models using the most recent economic, market and behavioral data, including price levels, inflation and global interest rates. The models produce risk-adjusted expected returns for the firm's complete set of asset classes shown in their investment universe. They then adjust portfolio weightings to arrive at a construction that provides the highest expected return given a client's desired level of risk. The firm regularly includes gold, real estate and oil in their portfolios. | Corporate Officer/Principal | - |
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Gestionnaire de Portefeuille-Actions | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 3 |
|---|---|
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Finance |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Windward's investment process is quantitative and highly disciplined. Each month they update and run market models using the most recent economic, market and behavioral data, including price levels, inflation and global interest rates. The models produce risk-adjusted expected returns for the firm's complete set of asset classes shown in their investment universe. They then adjust portfolio weightings to arrive at a construction that provides the highest expected return given a client's desired level of risk. The firm regularly includes gold, real estate and oil in their portfolios. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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