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Stephen Frederick Trousdale
Analyst-Equity chez
Buckingham Strategic Wealth LLC
Profil
Mr. Stephen F.
Trousdale is an Wealth Advisor at Buckingham Strategic Wealth LLC.
He works hand-in-hand with the firm’s wealth advisors to perform portfolio construction analysis, identify clients’ risk management needs, implement tax strategies, review budget considerations and evaluate estate planning techniques.
His relationship with clients begins with the process of developing an appropriate financial plan and continues through the later stages of plan monitoring and maintenance, a continuity he builds upon.
Prior to joining Buckingham Strategic Wealth, Mr. Trousdale spent four years as a Senior Mutual Fund Analyst with GuideStone Capital Management.
Before that, he worked as a Customer Relations Specialist at GuideStone Financial Resources, where he served as a front-line contact to analyze, process and articulate client requests related to retirement planning, asset allocation decisions, insurance and taxes.
He earned his Bachelor of Business Administration degree in Finance from Baylor University in 2008 and a Certificate in Financial Planning from Southern Methodist University in 2011.
He holds the Certified Financial Planner and Chartered Retirement Planning Counselor professional designations.
He is also a member of the Financial Planning Association’s Dallas Chapter.
Postes actifs de Stephen Frederick Trousdale
| Sociétés | Poste | Début |
|---|---|---|
Buckingham Strategic Wealth LLC
 Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks. | Analyst-Equity | 01/01/2015 |
Anciens postes connus de Stephen Frederick Trousdale
| Sociétés | Poste | Fin |
|---|---|---|
GuideStone Financial Resources
 GuideStone Financial Resources Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
GuideStone Capital Management LLC
 GuideStone Capital Management LLC Investment ManagersFinance GSCM focuses on Christian-oriented investments and utilizes an active, multi-manager investment process to provide their investors with strategic access to the global financial markets. The firm uses qualitative and quantitative research from various internal and external sources to select and monitor the sub-advisors and other investment management firms, who provide day-to-day portfolio management for those clients’ accounts. Their goal is to emphasize the desirable risks at both the Fund and sub-adviser levels, as the firm believes they provide investors with the greatest opportunity to realize strong risk-adjusted returns. | Corporate Officer/Principal | - |
Formation de Stephen Frederick Trousdale
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
52
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
GuideStone Capital Management LLC
GuideStone Capital Management LLC Investment ManagersFinance GSCM focuses on Christian-oriented investments and utilizes an active, multi-manager investment process to provide their investors with strategic access to the global financial markets. The firm uses qualitative and quantitative research from various internal and external sources to select and monitor the sub-advisors and other investment management firms, who provide day-to-day portfolio management for those clients’ accounts. Their goal is to emphasize the desirable risks at both the Fund and sub-adviser levels, as the firm believes they provide investors with the greatest opportunity to realize strong risk-adjusted returns. | Finance |
GuideStone Financial Resources
GuideStone Financial Resources Investment ManagersFinance Provides investment advice | Finance |
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks. | Finance |
Baylor University
 Baylor University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
