Steve Osborne
Directeur en chef des Investissements chez Windward Private Wealth Management, Inc.
Profil
Mr. Steven T.
Osborne, CPA, is a Senior Wealth Manager & Chief Investment Officer at Windward Private Wealth Management, Inc. He has more than 35 years of financial industry experience, he brings his background in tax planning and investing to all his work with the firm’s clients.
Mr. Osborne began his career in the financial industry as a Certified Public Accountant.
He received his B.S., Accounting degree from Kansas State University and a A.A., Business degree from Dodge City Community College (Kansas).
He is a CPA.
Postes actifs de Steve Osborne
| Sociétés | Poste | Début |
|---|---|---|
Windward Private Wealth Management, Inc.
 Windward Private Wealth Management, Inc. Investment ManagersFinance Windward Private Wealth Management, Inc. (Windward) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Darrell Tierney in 1999. Windward provides a broad range of wealth management services to individuals and pension and profit-sharing plans. | Directeur en chef des Investissements | 01/01/2013 |
Formation de Steve Osborne
| Kansas State University | Undergraduate Degree |
| Dodge City Community College (Kansas) | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Windward Private Wealth Management, Inc.
Windward Private Wealth Management, Inc. Investment ManagersFinance Windward Private Wealth Management, Inc. (Windward) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Darrell Tierney in 1999. Windward provides a broad range of wealth management services to individuals and pension and profit-sharing plans. | Finance |
