Dan Stepp
Vorstandsvorsitzender bei Central States Capital Markets LLC
Profil
Mr. Dan D.
Stepp is Founder & Chief Executive Officer at Central States Capital Markets LLC.
Prior to founding Central States Capital Markets in January 2011, Mr. Stepp was employed as Senior Vice President by M&I Investment Management Corp., Founder by Midwest Capital Management, Inc. and President by DeWaay Financial Network.
He also served for JPMorgan & Co., Inc., Gold Capital Management and Commerce Bank.
Mr. Stepp received his BS in Business degree from the University of Kansas.
He is also a graduate of Public Finance Institute of the University of Michigan.
Aktive Positionen von Dan Stepp
Unternehmen | Position | Beginn |
---|---|---|
Central States Capital Markets LLC
Central States Capital Markets LLC Investment Banks/BrokersFinance Founded in 2011, Central States Capital Markets LLC (CSCM) is an SEC-registered broker/dealer located in Prairie Village, Kansas. The firm is a subsidiary of Central States Financial Services LLC. CSCM provides an array of trading an execution services for their clients. They do not provide any internal research. The firm clears transactions through Pershing LLC. | Vorstandsvorsitzender | 01.01.2011 |
Ehemalige bekannte Positionen von Dan Stepp
Unternehmen | Position | Ende |
---|---|---|
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Portfolio Manager-Fixed Income | 01.04.2008 |
Gold Capital Management, Inc.
Gold Capital Management, Inc. Investment ManagersFinance Gold Capital Management, Inc is a broker/dealer and a registered investment advisor that provides a range of financial advisory, underwriting and trading services to corporations, financial institutions, governments and individuals. Based in Overland Park, Kansas, the firm is a division of Gold Banc Corp., Inc. (NASDAQ: GLDB) They also are advisor to the Gold Bank mutual funds. | Präsident | - |
Midwest Capital Management, Inc.
Midwest Capital Management, Inc. Investment ManagersFinance Part of Bank of Montreal, Midwest Capital Management, Inc. is a company that provides asset management services. The company is based in Kansas City, MO. The company was founded by Dan Stepp. Midwest Capital Management was acquired by Gold Banc Corp., Inc. on February 03, 1998 for $4.25 million. | Gründer | 01.01.1998 |
J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | 01.01.1996 |
Kansas Bankers Association
Kansas Bankers Association Miscellaneous Commercial ServicesCommercial Services Kansas Bankers Association operates as a cooperative group of bankers that provides government relation, education and training, compliance and legal, and other services. The company was founded on February 22, 1887 and is headquartered in Topeka, KS. | Corporate Officer/Principal | - |
Ausbildung von Dan Stepp
University of Kansas | Undergraduate Degree |
University of Michigan | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 7 |
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Commerce Bank, NA (Wichita, Kansas)
Commerce Bank, NA (Wichita, Kansas) Investment ManagersFinance Commerce Bank is a subsidiary of Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company with operations in Missouri, Kansas, Illinois, Oklahoma and Colorado. Commerce Bank provides investment management services to pension funds, endowments, foundations and individuals. They also serve as the investment advisor to the Commerce family of mutual funds. | Finance |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
Gold Capital Management, Inc.
Gold Capital Management, Inc. Investment ManagersFinance Gold Capital Management, Inc is a broker/dealer and a registered investment advisor that provides a range of financial advisory, underwriting and trading services to corporations, financial institutions, governments and individuals. Based in Overland Park, Kansas, the firm is a division of Gold Banc Corp., Inc. (NASDAQ: GLDB) They also are advisor to the Gold Bank mutual funds. | Finance |
Midwest Capital Management, Inc.
Midwest Capital Management, Inc. Investment ManagersFinance Part of Bank of Montreal, Midwest Capital Management, Inc. is a company that provides asset management services. The company is based in Kansas City, MO. The company was founded by Dan Stepp. Midwest Capital Management was acquired by Gold Banc Corp., Inc. on February 03, 1998 for $4.25 million. | Finance |
J.P. Morgan & Co., Inc. (Old) | Finance |
Kansas Bankers Association
Kansas Bankers Association Miscellaneous Commercial ServicesCommercial Services Kansas Bankers Association operates as a cooperative group of bankers that provides government relation, education and training, compliance and legal, and other services. The company was founded on February 22, 1887 and is headquartered in Topeka, KS. | Commercial Services |
Central States Capital Markets LLC
Central States Capital Markets LLC Investment Banks/BrokersFinance Founded in 2011, Central States Capital Markets LLC (CSCM) is an SEC-registered broker/dealer located in Prairie Village, Kansas. The firm is a subsidiary of Central States Financial Services LLC. CSCM provides an array of trading an execution services for their clients. They do not provide any internal research. The firm clears transactions through Pershing LLC. | Finance |