Profil
Mr. Steven P.
Franke is an Investment Manager at Atwood & Palmer, Inc. He joined the firm in 1996 and responsible for equity and fixed income trading, portfolio management, investment research and client service.
He has over 30 years of investment experience.
Mr. Franke earned a Bachelor of Science in Business Administration with an emphasis in Finance/Economics and Management from Rockhurst University.
Aktiva positioner av Steven Franke
| Företag | Position | Start |
|---|---|---|
Atwood & Palmer, Inc.
Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities. | Analyst-Equity | 1996-01-01 |
Steven Frankes utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
Atwood & Palmer, Inc.
Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities. | Finance |
Rockhurst University
Rockhurst University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















