Profil
Mr. Kapen joined Burnham Asset Management in 2005.
Prior to joining Burnham, he was a Managing Director at Neuberger Berman, LLC and a Senior Vice President at the Fiduciary Trust Company International.
Mr. Kapen received his MBA from the New York University–Stern School of Business and his AB from Cornell University.
He is a CFA and a member of the NYSSA and the CFA Institute.
He currently serves as Treasurer of the Heartsound Family Literacy Project, a not-for-profit foundation which uses innovative technology to teach children and families how to read.
Anciens postes connus de Steven A. Kapen
| Sociétés | Poste | Fin |
|---|---|---|
Burnham Asset Management Corp.
 Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | Gestionnaire de Portefeuille-Actions | 01/01/2011 |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Gestionnaire de Portefeuille-Actions | 30/09/2005 |
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Gestionnaire de Portefeuille-Actions | - |
Formation de Steven A. Kapen
| New York University | Masters Business Admin |
| Cornell University | Graduate 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 |
|---|---|
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Finance |
Burnham Asset Management Corp.
Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | Finance |
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Finance |
