![Steve Wells](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Historial de carrera de Steve Wells
Antiguos cargos conocidos de Steve Wells.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Solaris Asset Management LLC
![]() Solaris Asset Management LLC Investment ManagersFinance Solaris Asset Management LLC (SAM) is a wealth management firm headquartered in New York City. The firm was founded in 2004 by Ralph Sinsheimer, Albert Bellas and Stephen Wells. They are a wholly-owned subsidiary of the Solaris Group LLC, which is owned by Klingenstein, Fields & Co., LLP. SAM provides services to US and global institutional and private clients. | Oficial de Cumplimiento | 01/01/2004 | 01/06/2019 |
Fundador | 01/01/2004 | 01/06/2019 | |
Miembro del Comité de Inversión | 01/01/2004 | 01/06/2019 | |
Gestor de Cartera-Acciones | 01/01/2004 | 01/06/2019 | |
The Solaris Group LLC
![]() The Solaris Group LLC Investment ManagersFinance The Solaris Group LLC provides investment advisory services. The firm operates as a specialized investment and wealth consulting firm for families and not-for-profit institutions. The company was founded by Ralph David Sinsheimer, Albert Constantine Bellas and Stephen Brent Wells in 2003 and is headquartered in New York, NY. | Fundador | 01/01/2003 | - |
Goldman Sachs Asset Management LP
![]() Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Consejero General | - | - |
MORGAN STANLEY | Consejero General | - | - |
OFFIT Investment Group
![]() OFFIT Investment Group Major BanksFinance OFFITBANK is a New York State chartered trust bank. Originally founded by Morris W. Offit in 1983 as Offit Associates, the firm converted to a trust bank in 1990. In September 1999, they became the flagship wealth management subsidiary of Wachovia Corporation (NYSE: WB). OFFITBANK and their affiliates manage assets in the high grade, high yield, municipal, equity/balanced and emerging markets sectors. Individuals and non-profit institutions account for the majority of these assets. Core equity management is provided by Wachovia | Corporate Officer/Principal | - | - |
LB Hercules Holdings LLC
![]() LB Hercules Holdings LLC Investment ManagersFinance LB Hercules Holdings LLC provides investment management and broker dealer services. It offers tax and financial planning, fiduciary services, financial advocacy and trust services to individuals, pension and profit sharing plans, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations and state government entities. The company manages separate client focused equity, fixed income, balanced portfolios, no-load equity, fixed income mutual funds, closed-ended municipal bond funds, real estate funds and hybrid funds. Neuberger Berman Holdings was founded by Roy R. Neuberger, Robert Berman and Howard Lipman in 1939 and is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
Formación de Steve Wells.
Princeton University | Undergraduate Degree |
New York University | Graduate Degree |
New York University School of Law | Graduate Degree |
Estadísticas
Internacional
Estados Unidos | 10 |
Operativa
Corporate Officer/Principal | 2 |
General Counsel | 2 |
Founder | 2 |
Sectorial
Finance | 7 |
Consumer Services | 4 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas cotizadas | 1 |
---|---|
MORGAN STANLEY | Finance |
Empresas privadas | 5 |
---|---|
LB Hercules Holdings LLC
![]() LB Hercules Holdings LLC Investment ManagersFinance LB Hercules Holdings LLC provides investment management and broker dealer services. It offers tax and financial planning, fiduciary services, financial advocacy and trust services to individuals, pension and profit sharing plans, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations and state government entities. The company manages separate client focused equity, fixed income, balanced portfolios, no-load equity, fixed income mutual funds, closed-ended municipal bond funds, real estate funds and hybrid funds. Neuberger Berman Holdings was founded by Roy R. Neuberger, Robert Berman and Howard Lipman in 1939 and is headquartered in New York, NY. | Finance |
OFFIT Investment Group
![]() OFFIT Investment Group Major BanksFinance OFFITBANK is a New York State chartered trust bank. Originally founded by Morris W. Offit in 1983 as Offit Associates, the firm converted to a trust bank in 1990. In September 1999, they became the flagship wealth management subsidiary of Wachovia Corporation (NYSE: WB). OFFITBANK and their affiliates manage assets in the high grade, high yield, municipal, equity/balanced and emerging markets sectors. Individuals and non-profit institutions account for the majority of these assets. Core equity management is provided by Wachovia | Finance |
Goldman Sachs Asset Management LP
![]() Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Finance |
Solaris Asset Management LLC
![]() Solaris Asset Management LLC Investment ManagersFinance Solaris Asset Management LLC (SAM) is a wealth management firm headquartered in New York City. The firm was founded in 2004 by Ralph Sinsheimer, Albert Bellas and Stephen Wells. They are a wholly-owned subsidiary of the Solaris Group LLC, which is owned by Klingenstein, Fields & Co., LLP. SAM provides services to US and global institutional and private clients. | Finance |
The Solaris Group LLC
![]() The Solaris Group LLC Investment ManagersFinance The Solaris Group LLC provides investment advisory services. The firm operates as a specialized investment and wealth consulting firm for families and not-for-profit institutions. The company was founded by Ralph David Sinsheimer, Albert Constantine Bellas and Stephen Brent Wells in 2003 and is headquartered in New York, NY. | Finance |
- Bolsa de valores
- Insiders
- Steve Wells
- Experiencia