Profil
Steven Eugene Neeley worked as a Portfolio Manager at TMD & Associates, Inc. from 2010 to 2019.
He then worked as the Chief Investment Officer at One Charles Private Wealth Services LLC in 2019-2020, and later as the Chief Investment Officer at TMD Wealth Management LLC from 2020-2022.
Neeley earned his MBA from Thunderbird School of Global Management in 2010 and his undergraduate degree from Indiana University in 2002.
Anciens postes connus de Steven Neeley
| Sociétés | Poste | Fin |
|---|---|---|
TMD Wealth Management LLC
 TMD Wealth Management LLC Investment ManagersFinance TMD Wealth Management LLC (TMD) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm is a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TMD provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Directeur en chef des Investissements | 01/07/2022 |
One Charles Private Wealth Services LLC
 One Charles Private Wealth Services LLC Investment ManagersFinance One Charles Private Wealth Services LLC (One Charles) is a SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Paul Squarcia in 2015 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). One Charles provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Directeur en chef des Investissements | 01/09/2020 |
TMD & Associates, Inc.
 TMD & Associates, Inc. Investment ManagersFinance TMD & Associates, Inc. provides investment advice. The company is based in Scottsdale, AZ. The company was founded in 1994 by Todd McArthur Douma. TMD & Associates was acquired by One Charles Private Wealth LLC on July 01, 2019. | Analyst-Equity | 01/06/2019 |
Formation de Steven Neeley
| Thunderbird School of Global Management | Masters Business Admin |
| Indiana University | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
TMD & Associates, Inc.
TMD & Associates, Inc. Investment ManagersFinance TMD & Associates, Inc. provides investment advice. The company is based in Scottsdale, AZ. The company was founded in 1994 by Todd McArthur Douma. TMD & Associates was acquired by One Charles Private Wealth LLC on July 01, 2019. | Finance |
One Charles Private Wealth Services LLC
One Charles Private Wealth Services LLC Investment ManagersFinance One Charles Private Wealth Services LLC (One Charles) is a SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Paul Squarcia in 2015 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). One Charles provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Finance |
TMD Wealth Management LLC
TMD Wealth Management LLC Investment ManagersFinance TMD Wealth Management LLC (TMD) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm is a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TMD provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Finance |
