Joseph T. Stephens
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Perfil
Mr. Stephens previously served 25 years at Ameritrust Co, which is now Key Corp, as a Vice President and Senior Portfolio Manager on employee benefit accounts.
Mr. Stephens received his BA from Colgate University, and his CFA from CFA Institute.
He is also a member and past President of the CFA Society of Cleveland and member of the CFA Instutite.
Antiguos cargos conocidos de Joseph T. Stephens.
| Empresas | Cargo | Fin |
|---|---|---|
Boyd Watterson Asset Management LLC
 Boyd Watterson Asset Management LLC Real Estate DevelopmentFinance Boyd Watterson Asset Management LLC (Boyd Watterson) is a registered investment advisor headquartered in Cleveland, Ohio. The firm was founded in 1928 and is a wholly-owned subsidiary of Boyd Watterson Holding Co., ultimately held by Boyd-TAMCO Holdings LLC. Boyd Watterson manages assets for individuals, businesses, pension plans, insurance companies, hedge funds, mutual funds and state and municipal government entities. | Gestor de Cartera-Acciones | 31/07/2007 |
| KEYCORP | Corporate Officer/Principal | - |
Formación de Joseph T. Stephens.
| Colgate University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| KEYCORP | Finance |
| Empresas privadas | 1 |
|---|---|
Boyd Watterson Asset Management LLC
Boyd Watterson Asset Management LLC Real Estate DevelopmentFinance Boyd Watterson Asset Management LLC (Boyd Watterson) is a registered investment advisor headquartered in Cleveland, Ohio. The firm was founded in 1928 and is a wholly-owned subsidiary of Boyd Watterson Holding Co., ultimately held by Boyd-TAMCO Holdings LLC. Boyd Watterson manages assets for individuals, businesses, pension plans, insurance companies, hedge funds, mutual funds and state and municipal government entities. | Finance |
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