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Scott Christopher Stephens
Gestor de Cartera-Acciones en Baker Avenue Asset Management LP .
Perfil
Mr. Scott C.
Stephens is a Managing Director & Partner at Baker Avenue Asset Management LP.
With over 20 years of investment experience, his primary focus is working with high-net worth clients around portfolio construction and diversification, income planning and client communication.
His client relationships are primarily in Texas, Louisiana, Oklahoma, New Mexico and Colorado.
Before joining BakerAvenue, Mr. Stephens was employed by Fidelity Investments for over 12 years.
In his last role at Fidelity, he was Vice President for the Wealth Advisory Solutions program working with 40 different Registered Investment Advisor firms across Texas and Florida.
Prior to that, he was a Senior Investment Consultant in the Portfolio Advisory Services in both Boston and Dallas locations.
He holds a B.A.
in Marketing from Assumption College and is a Certified Wealth Strategist.
Cargos activos de Scott Christopher Stephens
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Baker Avenue Asset Management LP
![]() Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Gestor de Cartera-Acciones | 01/01/2009 |
Antiguos cargos conocidos de Scott Christopher Stephens.
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FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Formación de Scott Christopher Stephens.
Assumption College | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 2 |
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Baker Avenue Asset Management LP
![]() Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Finance |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
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