Steve Shepich
Gestionnaire de Portefeuille-Actions chez Laffer Tengler Investments, Inc.
Postes actifs de Steve Shepich
Sociétés | Poste | Début | Fin |
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Laffer Tengler Investments, Inc.
Laffer Tengler Investments, Inc. Investment ManagersFinance Laffer Tengler Investments, Inc. is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Dr. Arthur B. Laffer and Arthur B. Laffer in 1999. They are a wholly owned subsidiary of ButcherJoseph Financial Holdings LLC. Laffer Tengler Investments provides investment advice and management services (1) as a discretionary investment adviser to domestic and foreign separately managed accounts; (2) as a discretionary manager to clients participating in one or more wrap fee programs; (3) as a non- discretionary investment adviser to certain clients, which includes other investment advisers; and (4) as a sub-adviser to certain open-end exchange traded funds. | Gestionnaire de Portefeuille-Actions | 01/11/2011 | - |
Historique de carrière de Steve Shepich
Anciens postes connus de Steve Shepich
Sociétés | Poste | Début | Fin |
---|---|---|---|
Ameriprise Advisor Services, Inc.
Ameriprise Advisor Services, Inc. Investment Banks/BrokersFinance Founded in 2008, Ameriprise Advisor Services, Inc. is a broker/dealer headquartered in Detroit, Michigan. The firm is a subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). Ameriprise Advisor Services utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research. | Stratège de marché | 29/07/2009 | 30/11/2011 |
H&R Block Financial Advisors
H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research | Stratège de marché | - | 31/10/2008 |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Market Strategist | 2 |
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 4 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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H&R Block Financial Advisors
H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research | Finance |
Ameriprise Advisor Services, Inc.
Ameriprise Advisor Services, Inc. Investment Banks/BrokersFinance Founded in 2008, Ameriprise Advisor Services, Inc. is a broker/dealer headquartered in Detroit, Michigan. The firm is a subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). Ameriprise Advisor Services utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research. | Finance |
Laffer Tengler Investments, Inc.
Laffer Tengler Investments, Inc. Investment ManagersFinance Laffer Tengler Investments, Inc. is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Dr. Arthur B. Laffer and Arthur B. Laffer in 1999. They are a wholly owned subsidiary of ButcherJoseph Financial Holdings LLC. Laffer Tengler Investments provides investment advice and management services (1) as a discretionary investment adviser to domestic and foreign separately managed accounts; (2) as a discretionary manager to clients participating in one or more wrap fee programs; (3) as a non- discretionary investment adviser to certain clients, which includes other investment advisers; and (4) as a sub-adviser to certain open-end exchange traded funds. | Finance |
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