Ardo Fuentes
Director of Investments bei Stifel Nicolaus & Co., Inc. (Investment Management)
Profil
Mr. Gerardo R.
Fuentes is a Senior Vice President of Investments at Stifel Nicolaus & Co., Inc. He is on the Board of Directors at Uplift Education.
Mr. Fuentes began his investment industry career in 1999 and joined Stifel in 2021.
Prior to Stifel, he served in various roles at Bank of America Merrill Lynch in New York City and Robertson Stephens in San Francisco.
His goal is to help individuals and family offices manage their financial needs, as well as help businesses coordinate their exit strategies with their overall wealth management objectives and pursue profitability improvement.
During his tenure in New York, he was Vice President in Global Corporate and Investment Banking, working as an Investment-Grade Debt Analyst.
In this role, he covered the energy and technology sectors.
He also worked as a desk analyst on the swaps trading desk.
He earned a B.S.
in Mechanical Engineering from the University of Texas at El Paso before earning an MBA from the University of Notre Dame.
Aktive Positionen von Ardo Fuentes
| Unternehmen | Position | Beginn |
|---|---|---|
Uplift Education
 Uplift Education Other Consumer ServicesConsumer Services Uplift Education operates as a public charter school network. Its programs include child nutrition, pre-kindergarten, special populations, afterschool care, athletics, social and emotional health. The company was founded in1996 and is headquartered in Dallas, TX. | Direktor/Vorstandsmitglied | - |
Stifel Nicolaus & Co., Inc. (Investment Management)
 Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus & Co., Inc. (Investment Management) (Stifel Nicolaus-IM) is the investment management division of Stifel Nicolaus & Co., Inc., a full-service brokerage and investment banking firm headquartered in St. Louis, Missouri. The firm was founded in 1975 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). Stifel Nicolaus-IM provides investment management and services to institutions and individuals over a variety of asset classes. They also offer a number of different wrap fee programs. | Director of Investments | 24.08.2021 |
Ehemalige bekannte Positionen von Ardo Fuentes
| Unternehmen | Position | Ende |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Analyst-Festverzinsliche Wertpapiere | 23.08.2021 |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Analyst-Festverzinsliche Wertpapiere | 09.05.2012 |
| GLOBE LIFE INC. | Corporate Officer/Principal | 30.05.2011 |
| Robertson Stephens & Co. | Corporate Officer/Principal | 31.08.2002 |
Yazaki International Corp.
 Yazaki International Corp. Wholesale DistributorsDistribution Services Part of Yazaki Corp., Yazaki International Corp. is a company that supplies automotive supplies and spare parts. The company is based in Canton, MI. | Corporate Officer/Principal | - |
Ausbildung von Ardo Fuentes
| University of Notre Dame | Masters Business Admin |
| The University of Texas at Austin | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| GLOBE LIFE INC. | Finance |
| Private Unternehmen | 6 |
|---|---|
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Finance |
| Robertson Stephens & Co. | Finance |
Yazaki International Corp.
Yazaki International Corp. Wholesale DistributorsDistribution Services Part of Yazaki Corp., Yazaki International Corp. is a company that supplies automotive supplies and spare parts. The company is based in Canton, MI. | Distribution Services |
Uplift Education
Uplift Education Other Consumer ServicesConsumer Services Uplift Education operates as a public charter school network. Its programs include child nutrition, pre-kindergarten, special populations, afterschool care, athletics, social and emotional health. The company was founded in1996 and is headquartered in Dallas, TX. | Consumer Services |
Stifel Nicolaus & Co., Inc. (Investment Management)
Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus & Co., Inc. (Investment Management) (Stifel Nicolaus-IM) is the investment management division of Stifel Nicolaus & Co., Inc., a full-service brokerage and investment banking firm headquartered in St. Louis, Missouri. The firm was founded in 1975 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). Stifel Nicolaus-IM provides investment management and services to institutions and individuals over a variety of asset classes. They also offer a number of different wrap fee programs. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
