Steve Alley
Directeur Général chez Alley Investment Management Co. LLC
Profil
Mr. Steven J.
Alley is a President at Alley Investment Management Co. LLC.
Mr. Alley founded the firm in 1998 after a 12-year career with Morgan Stanley, including five years as Managing Director of Private Client Services and the Institutional Equity Department in Chicago.
He earned a Bachelor’s degree in Business Administration and an MBA in Finance from the University of Wisconsin, where he was a student in the Applied Securities Analysis Program.
Postes actifs de Steve Alley
| Sociétés | Poste | Début |
|---|---|---|
Alley Investment Management Co. LLC
 Alley Investment Management Co. LLC Investment ManagersFinance Alley Investment Management Co. LLC (dba Alley Co.) is a registered investment advisor headquartered in Lake Forest, Illinois. The firm was founded by Steven J. Alley in 1998. In 2021, they became a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Alley Co. manages proprietary stock and bond portfolios and provides asset allocation advice for a limited number of select clients. | Directeur Général | 01/01/1998 |
Anciens postes connus de Steve Alley
| Sociétés | Poste | Fin |
|---|---|---|
Alley Co. LLC
 Alley Co. LLC Investment ManagersFinance Alley Co. LLC is an individual wealth management firm and registered investment advisor headquartered in Lake Forest, Illinois. The firm was founded by Steve Alley in 1998. Alley Co. provides investment services primarily to high-net worth individuals that encompass business executives, entrepreneurs, retirees, and investors with large families. They also specialize in managing investments for institutions, foundations, and family offices. | Directeur Général | 03/01/2022 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Formation de Steve Alley
| University of Wisconsin | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Alley Co. LLC
Alley Co. LLC Investment ManagersFinance Alley Co. LLC is an individual wealth management firm and registered investment advisor headquartered in Lake Forest, Illinois. The firm was founded by Steve Alley in 1998. Alley Co. provides investment services primarily to high-net worth individuals that encompass business executives, entrepreneurs, retirees, and investors with large families. They also specialize in managing investments for institutions, foundations, and family offices. | Finance |
Alley Investment Management Co. LLC
Alley Investment Management Co. LLC Investment ManagersFinance Alley Investment Management Co. LLC (dba Alley Co.) is a registered investment advisor headquartered in Lake Forest, Illinois. The firm was founded by Steven J. Alley in 1998. In 2021, they became a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Alley Co. manages proprietary stock and bond portfolios and provides asset allocation advice for a limited number of select clients. | Finance |