Steve A. Geri
Plus aucun poste en cours
Profil
Mr. Steve A.
Geri, CFA MBA, is a Director at Savant Capital Management, Inc.
Mr. Geri was previously employed as a Consultant by Booz & Co., Inc. and a Principal by Charles Schwab & Co., Inc.
Mr. Geri received his undergraduate degree from Texas A&M University and an MBA from Duke University.
Anciens postes connus de Steve A. Geri
| Sociétés | Poste | Fin |
|---|---|---|
InvestSimply LLC
 InvestSimply LLC Investment ManagersFinance InvestSimply LLC provides investment advisory services. The company was founded by Steven A. Geri and is headquartered in San Francisco, CA. | Fondateur | - |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | - |
Strategy&
 Strategy& Miscellaneous Commercial ServicesCommercial Services Strategy& engages in the provision of global management consulting services. It serves industries including aerospace and defense; health; oil and gas; technology; automotive; entertainment and media; power and utilities; telecommunications; and transportation. The company was founded in 1914 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Corporate Officer/Principal | - |
Formation de Steve A. Geri
| Duke University | Masters Business Admin |
| Texas A&M University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Finance |
Strategy&
Strategy& Miscellaneous Commercial ServicesCommercial Services Strategy& engages in the provision of global management consulting services. It serves industries including aerospace and defense; health; oil and gas; technology; automotive; entertainment and media; power and utilities; telecommunications; and transportation. The company was founded in 1914 and is headquartered in New York, NY. | Commercial Services |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
InvestSimply LLC
InvestSimply LLC Investment ManagersFinance InvestSimply LLC provides investment advisory services. The company was founded by Steven A. Geri and is headquartered in San Francisco, CA. | Finance |
