Stephanie Adair Byrd

Stephanie Adair Byrd

Portfolio Manager-Aktien bei View Capital RIA LP

Finance
Consumer Services

Profil

Ms. Stephanie A.
Byrd is a Director, Certified Financial Planner & Client Relationship Manager.
As a Director and Client Advisor, she advises and manages numerous client relationships, helping everyone from individuals to multi-generational families manage their personal finances.
All along the way, she takes an active role in helping her clients understand and manage their day-to-day financial matters.
Prior to joining View Capital Advisors, Ms. Byrd worked for 12 years with Arthur Andersen, LLP, and KPMG, LLP, advising corporate executives and high-net-worth individuals and families with investments and financial planning.
She has a BBA degree in financial services and planning from Baylor University and is a Certified Financial Planner.
She is also a member of the Financial Planning Association and has served on the Scholarship Committee for the DFW chapter.

Aktive Positionen von Stephanie Adair Byrd

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.07.2005
Alle aktiven Positionen von Stephanie Adair Byrd

Ausbildung von Stephanie Adair Byrd

Hankamer School of Business Undergraduate Degree

Erfahrungen
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