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Steve Soranno
Director de Investigación - Acciones en Capital Advisors, Inc. (Oklahoma) .
Perfil
Mr. Steven V.
Soranno, CFA MBA, is a Director of Equity Research at Capital Advisors, Inc. (Oklahoma).
He joined the firm in 2017 and has 30 years of investment management industry experience.
Mr. Soranno started his career on Wall Street as part of a top-ranked investment strategy team before attending the University of Virginia’s Darden business school.
He then became a lead sell-side analyst with Oppenheimer before starting a decade-long stint with Credit Suisse Global Private Banking, where he oversaw the U.S.
Technology sector investments and was deputy head of Americas equities research.
He took that global thought leadership expertise to Calvert Investment Management, where he oversaw the firm’s fundamental equity investment process and the integration of material environmental, social and governance information with Calvert’s equity funds.
He came to Capital Advisors from Ameriprise, where he was Director of Equity Research.
His formal education includes an M.B.A.
from the University of Virginia’s Darden Graduate School of Business Administration, and a B.A.
from Colgate University with a double major in Economics and Political Science.
He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charters.
Cargos activos de Steve Soranno
Empresas | Cargo | Inicio |
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Capital Advisors, Inc. (Oklahoma)
![]() Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Director de Investigación - Acciones | 01/05/2017 |
Antiguos cargos conocidos de Steve Soranno.
Empresas | Cargo | Fin |
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Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Director de Investigación - Acciones | 01/04/2017 |
Westrock Advisors, Inc.
![]() Westrock Advisors, Inc. Investment Banks/BrokersFinance Founded in 1995, Westrock Advisors, Inc. is a full service broker dealer located in New York City. They are a member of the NASD and the SIPC. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. All executions are provided through Fidelity. | Analyst-Equity | - |
Formación de Steve Soranno.
Colgate University | Undergraduate Degree |
University of Virginia Darden School of Business | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Mujer
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Empresas relacionadas
Empresas privadas | 3 |
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Westrock Advisors, Inc.
![]() Westrock Advisors, Inc. Investment Banks/BrokersFinance Founded in 1995, Westrock Advisors, Inc. is a full service broker dealer located in New York City. They are a member of the NASD and the SIPC. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. All executions are provided through Fidelity. | Finance |
Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Finance |
Capital Advisors, Inc. (Oklahoma)
![]() Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Finance |
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