Profil
Mr. Stephen E.
Florance, CFA, is Director of Research & Strategy at Robertson Stephens Advisors LLC.
He heads the Investment Resource Group and manages the development of the firm’s investment platform, primarily manager due diligence and capital markets research.
He has over a decade of experience in all aspects of investing, due diligence and portfolio management with an emphasis in structuring and analyzing investments in real assets, private equity and hedge funds.
He is responsible for investment work in real assets and also makes contributions across all asset classes in his leadership role.
Mr. Florance was previously employed as a Managing Director by Hall Capital Partners LLC and Vice President by BancBoston Securities, Inc.
He received his BA in Classics from Brown University.
Anciens postes connus de Steve Florance
| Sociétés | Poste | Fin |
|---|---|---|
Hall Capital Partners LLC
 Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Analyst-Equity | 01/12/2012 |
| BancBoston Robertson Stephens & Co. | Corporate Officer/Principal | 30/05/1998 |
Robertson Stephens Advisors LLC
 Robertson Stephens Advisors LLC Investment ManagersFinance Founded in 2013, Robertson Stephens Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm is a subsidiary of Robertson Stephens LLC. They provides investment advisory services to individuals, including high net-worth individuals and families, and associated trusts, estates, family offices, charitable organizations, pension and profit sharing plans, and other legal entities. | Directeur de la Recherche - Actions | - |
Formation de Steve Florance
| Brown University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Hall Capital Partners LLC
Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Finance |
| BancBoston Robertson Stephens & Co. | Finance |
Robertson Stephens Advisors LLC
Robertson Stephens Advisors LLC Investment ManagersFinance Founded in 2013, Robertson Stephens Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm is a subsidiary of Robertson Stephens LLC. They provides investment advisory services to individuals, including high net-worth individuals and families, and associated trusts, estates, family offices, charitable organizations, pension and profit sharing plans, and other legal entities. | Finance |
