![Steven M. H. Wallman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steven M. H. Wallman
Fondateur chez
Folio Financial, Inc.
Profil
Steven M.
H.
Wallman is the founder of FOLIOfn, Inc. (founded in 1998) where he holds the title of Chief Executive Officer & Director.
He is currently a Director at Certified Financial Planner Board of Standards, Inc. (since 2023).
In the past, he worked as a Member at The Brookings Institution, a Partner at Covington & Burling LLP, and as a Principal at US Securities & Exchange Commission (from 1994 to 1997).
Mr. Wallman's education includes an undergraduate degree from The Trustees of Columbia University in The City of New York and a graduate degree from Massachusetts Institute of Technology.
Postes actifs de Steven M. H. Wallman
| Sociétés | Poste | Début |
|---|---|---|
Folio Financial, Inc.
 Folio Financial, Inc. Internet Software/ServicesTechnology Services Provides brokerage and investment solutions to investors | Fondateur | 24/03/2011 |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity | Directeur/Membre du Conseil | 01/01/2023 |
Anciens postes connus de Steven M. H. Wallman
| Sociétés | Poste | Fin |
|---|---|---|
US Securities & Exchange Commission
 US Securities & Exchange Commission Investment Banks/BrokersFinance Provides securities and commission services | Corporate Officer/Principal | 01/01/1997 |
Covington & Burling LLP
 Covington & Burling LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | - |
The Brookings Institution
 The Brookings Institution Miscellaneous Commercial ServicesCommercial Services Provides research and policy solutions | Corporate Officer/Principal | - |
Formation de Steven M. H. Wallman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
51
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Folio Financial, Inc.
Folio Financial, Inc. Internet Software/ServicesTechnology Services Provides brokerage and investment solutions to investors | Technology Services |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Brookings Institution
The Brookings Institution Miscellaneous Commercial ServicesCommercial Services Provides research and policy solutions | Commercial Services |
Covington & Burling LLP
Covington & Burling LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
Massachusetts Institute of Technology
 Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University | Finance |
US Securities & Exchange Commission
US Securities & Exchange Commission Investment Banks/BrokersFinance Provides securities and commission services | Finance |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity | Commercial Services |
