Steve Pottieger
Gestor de Cartera-Acciones en Connors Investor Services, Inc. .
Perfil
Mr. Steven E.
Pottieger is a Vice President at Connors Investor Services, Inc. He is responsible for client relationships, monitoring asset allocations and working with advisors in the brokerage community.
Prior to joining Connors Investor Services in 2005, Mr. Pottieger served as a Financial Advisor at Morgan Stanley.
At E.F.
Hutton, he was a Retirement Planning Specialist, advising clients on a variety of investment strategies.
He graduated from Albright College with a BS degree in Business and Finance.
He is a Certified Financial Planner.
Cargos activos de Steve Pottieger
| Empresas | Cargo | Inicio |
|---|---|---|
Connors Investor Services, Inc.
 Connors Investor Services, Inc. Investment ManagersFinance Connors Investor Services, Inc. (Connors) is an independent registered investment advisor headquartered in Wyomissing, Pennsylvania. The firm was founded by James M. Connors in 1969. Connors manages investment portfolios on a fully discretionary basis for a range of individual and institutional clients. | Gestor de Cartera-Acciones | 01/01/2005 |
Antiguos cargos conocidos de Steve Pottieger.
| Empresas | Cargo | Fin |
|---|---|---|
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Formación de Steve Pottieger.
| Albright College | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Connors Investor Services, Inc.
Connors Investor Services, Inc. Investment ManagersFinance Connors Investor Services, Inc. (Connors) is an independent registered investment advisor headquartered in Wyomissing, Pennsylvania. The firm was founded by James M. Connors in 1969. Connors manages investment portfolios on a fully discretionary basis for a range of individual and institutional clients. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
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