Steve Athanassie
Head-Equity Investments chez ProVise Management Group LLC
Profil
Mr. Steve Athanassie is a Director of Private Wealth Management at ProVise Management Group LLC.
Mr. Athanassie was previously employed as a Principal by FSC Securities Corp., a Founder & Managing Principal by Trademark Capital Management, Inc., and a Managing Principal by American Express Financial Advisors, Inc.
Mr. Athanassie received his Bachelor’s degree in Finance with a minor in Psychology from the University of South Florida in 1984.
He has held the Certified Financial Planner designation since 1988.
Postes actifs de Steve Athanassie
| Sociétés | Poste | Début |
|---|---|---|
ProVise Management Group LLC
 ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Head-Equity Investments | 01/01/2022 |
Anciens postes connus de Steve Athanassie
| Sociétés | Poste | Fin |
|---|---|---|
Trademark Capital Management, Inc.
 Trademark Capital Management, Inc. Investment ManagersFinance Trademark Capital Management, Inc. (Trademark Capital) is an independent, SEC-registered investment advisor headquartered in Watkinsville, Florida. The firm was founded by Steve Athanassie and Don Beasley in 1995. Trademark Capital provides institutional advisory services to other investment professionals, retirement plans, private funds and collective investment funds. | Fondateur | 01/02/2013 |
FSC Securities Corp.
 FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Corporate Officer/Principal | 31/12/2004 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | 01/11/1995 |
Formation de Steve Athanassie
| University of South Florida | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Trademark Capital Management, Inc.
Trademark Capital Management, Inc. Investment ManagersFinance Trademark Capital Management, Inc. (Trademark Capital) is an independent, SEC-registered investment advisor headquartered in Watkinsville, Florida. The firm was founded by Steve Athanassie and Don Beasley in 1995. Trademark Capital provides institutional advisory services to other investment professionals, retirement plans, private funds and collective investment funds. | Finance |
| American Express Financial Advisors, Inc. | |
FSC Securities Corp.
FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Finance |
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |