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Karriereverlauf von Steve Wenstrup
Ehemalige bekannte Positionen von Steve Wenstrup
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Tillar-Wenstrup Advisors LLC
![]() Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers. | Portfolio Manager-Aktien | 01.10.2001 | 05.01.2023 |
James Investment Research, Inc.
![]() James Investment Research, Inc. Investment ManagersFinance James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients. | Portfolio Manager-Fixed Income | 01.01.1994 | 30.09.2001 |
Smith Barney Asset Management | Corporate Officer/Principal | 31.12.1988 | 31.12.1988 |
Ausbildung von Steve Wenstrup
Xavier University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
Tillar-Wenstrup Advisors LLC
![]() Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers. | Finance |
James Investment Research, Inc.
![]() James Investment Research, Inc. Investment ManagersFinance James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients. | Finance |
Smith Barney Asset Management | Finance |
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