![Steve Nielander](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Steve Nielander
Miembro del Comité de Inversión en Cerity Partners LLC .
Perfil
Mr. Stephen B.
Nielander, CFA MBA, is a Partner at Cerity Partners LLC.
He has over twenty-five years of experience in the investment management and financial services industry with responsibility for investment advice for high net worth individuals and institutional clients.
He collaborates closely with his clients to establish an Investment Policy Statement, asset allocation guidelines and works to ensure adherence as needed.
He is a member of the firm’s Investment Committee, the Asset Allocation Sub-Committee, and he is also the Taxable Fixed Income Asset Class Specialist.
Prior to joining Cerity Partners, he was a Managing Director in Deutsche Bank Private Wealth Management’s Orange County, California office.
He was a member of the US Investment Committee, responsible for asset allocation and manager review for investment assets in client portfolios.
Before joining Deutsche Bank in 1999, he was a Vice President and Executive Portfolio Manager for Bank of America Investment Management.
He received his undergraduate degree from San Diego State University and an MBA from Pepperdine University.
Cargos activos de Steve Nielander
Empresas | Cargo | Inicio |
---|---|---|
Cerity Partners LLC
![]() Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Miembro del Comité de Inversión | 01/03/2012 |
Formación de Steve Nielander.
San Diego State University | Undergraduate Degree |
Pepperdine University | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 1 |
---|---|
Cerity Partners LLC
![]() Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
- Bolsa de valores
- Insiders
- Steve Nielander