Profil
Stephen Kirk Smith worked as a Portfolio Manager at Noesis Capital Management Corp.
from 2010 to 2019.
He also worked as a Senior Vice President & Portfolio Manager at Sterne Agee Asset Management, Inc. Additionally, he received an undergraduate degree from The University of Alabama.
Anciens postes connus de Steve Smith
Sociétés | Poste | Fin |
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Noesis Capital Management Corp.
Noesis Capital Management Corp. Investment ManagersFinance Noesis Capital Management Corp. (Noesis) is a registered investment advisor and wealth management firm headquartered in Boca Raton, Florida. The firm was founded by Nicolaas “Nico” Letschert and Jeremiah “Jerrry” Spitzberg in 1995 and is a subsidiary of Noesis International Holdings, Inc. Noesis offers investment advisory services to individuals, including high net worth individuals, pensions and profit-sharing plans, charitable organizations, trusts and estates, corporations, and institutions as well as foreign clients. | Gestionnaire de Portefeuille-Actions | 01/01/2019 |
Sterne Agee Asset Management, Inc.
Sterne Agee Asset Management, Inc. Investment ManagersFinance Founded in 1988, Sterne Agee Asset Management, Inc. (SAAM) is a registered investment advisor located in Birmingham, Alabama. The firm is a wholly-owned subsidiary of Sterne Agee Group, Inc., a privately held financial holding company. Their ultimate parent is Stifel Financial Corp. (NYSE: SF). Affiliates of SAAM include, but are not limited to, Sterne, Agee & Leach, Inc. and Sterne Agee Financial Services, Inc. (each a registered broker-dealer), Sterne Agee Investment Advisor Services, Inc. (an SEC-registered investment advisor), The Trust Company of Sterne Agee, Inc. (an Alabama-chartered non-depository trust company), and FBC Mortgage LLC, a retail mortgage banker. SAAM provides investment advisory services to individuals, corporations, institutions, pension or profit sharing plans, employee benefit plans, trusts, estates, charitable organizations, other business and government entities, educational institutions, and banks or thrift institutions. In addition, the firm may serve as general partner and/or provide investment advice to certain private investment funds. | Analyst-Equity | 31/12/2007 |
Formation de Steve Smith
The University of Alabama | Undergraduate Degree |
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 | 2 |
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Noesis Capital Management Corp.
Noesis Capital Management Corp. Investment ManagersFinance Noesis Capital Management Corp. (Noesis) is a registered investment advisor and wealth management firm headquartered in Boca Raton, Florida. The firm was founded by Nicolaas “Nico” Letschert and Jeremiah “Jerrry” Spitzberg in 1995 and is a subsidiary of Noesis International Holdings, Inc. Noesis offers investment advisory services to individuals, including high net worth individuals, pensions and profit-sharing plans, charitable organizations, trusts and estates, corporations, and institutions as well as foreign clients. | Finance |
Sterne Agee Asset Management, Inc.
Sterne Agee Asset Management, Inc. Investment ManagersFinance Founded in 1988, Sterne Agee Asset Management, Inc. (SAAM) is a registered investment advisor located in Birmingham, Alabama. The firm is a wholly-owned subsidiary of Sterne Agee Group, Inc., a privately held financial holding company. Their ultimate parent is Stifel Financial Corp. (NYSE: SF). Affiliates of SAAM include, but are not limited to, Sterne, Agee & Leach, Inc. and Sterne Agee Financial Services, Inc. (each a registered broker-dealer), Sterne Agee Investment Advisor Services, Inc. (an SEC-registered investment advisor), The Trust Company of Sterne Agee, Inc. (an Alabama-chartered non-depository trust company), and FBC Mortgage LLC, a retail mortgage banker. SAAM provides investment advisory services to individuals, corporations, institutions, pension or profit sharing plans, employee benefit plans, trusts, estates, charitable organizations, other business and government entities, educational institutions, and banks or thrift institutions. In addition, the firm may serve as general partner and/or provide investment advice to certain private investment funds. | Finance |