Steve Shueh
Director/Board Member chez PRINCETON BANCORP, INC.
Fortune : 726 039 $ au 31/03/2024
Profil
Stephen Kai Jen Shueh is the founder of Roundview Capital LLC, which was founded in 1992.
He is currently a Director at The Bank of Princeton, Director at Montgomery Basketball Association, Director at Montgomery Township Education Foundation, Director at Greyscale AI, Inc., and Independent Director at Princeton Bancorp, Inc. He was formerly the Chairman of Princeton Family YMCA from 2003 to 2015, Director of Nassau County Hockey from 2013 to 2016, Trader at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 1970 to 1996, and President of Alter Asset Management, Inc. from 1997 to 2011.
He also held positions as Principal at Princeton University and Trustee at United Way of Greater Mercer County.
He received his undergraduate degree from Princeton University and his MBA from The Wharton School of the University of Pennsylvania.
Détentions connues dans des sociétés publiques
Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
---|---|---|---|---|
PRINCETON BANCORP, INC.
0,37% | 04/03/2024 | 23 588 ( 0,37% ) | 726 039 $ | 31/03/2024 |
Postes actifs de Steve Shueh
Sociétés | Poste | Début |
---|---|---|
PRINCETON BANCORP, INC. | Director/Board Member | - |
Roundview Capital LLC
Roundview Capital LLC Investment ManagersFinance Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities. | Founder | 01/01/1992 |
The Bank of Princeton
The Bank of Princeton Regional BanksFinance The Bank of Princeton engages in the provision of personal, business lending, and deposit services. It offers traditional retail banking solutions, one-to four-family residential mortgage loans, multi-family and commercial mortgage loans, construction loans, commercial business loans, and consumer loans including home equity loans and lines of credit. The company was founded by Stephen Distler and Ross Wishnick on March 5, 2007 and is headquartered in Princeton, NJ. | Director/Board Member | - |
Montgomery Basketball Association
Montgomery Basketball Association Miscellaneous Commercial ServicesCommercial Services Montgomery Basketball Association operates as a basketball association that provides a wholesome atmosphere for instructive recreational and travel basketball. The private company is based in Skillman. | Director/Board Member | 01/01/2014 |
Montgomery Township Education Foundation
Montgomery Township Education Foundation Miscellaneous Commercial ServicesCommercial Services Montgomery Township Education Foundation provides support for strategic programs aimed at improving the education of public school children. The private company is based in Skillman. | Director/Board Member | 01/01/2013 |
Greyscale AI, Inc.
Greyscale AI, Inc. Packaged SoftwareTechnology Services Greyscale AI, Inc. is a company that specializes in transforming inspections through their technology. The company is based in Fremont, CA. The company's cloud-based data analytics, x-ray imaging, and AI algorithms ensure safer and more efficient inspection processes. The company is able to capture all food safety, quality, and production data in real-time at machine speed. The company was founded in 2020 by Paul S. Kirincich, Rich Cisek, and Don Fotsch. Rich Cisek has been the CEO since 2020. | Director/Board Member | - |
Anciens postes connus de Steve Shueh
Sociétés | Poste | Fin |
---|---|---|
Nassau County Hockey | Director/Board Member | 01/01/2016 |
Princeton Family YMCA
Princeton Family YMCA Investment Trusts/Mutual FundsMiscellaneous Princeton Family YMCA is a not-for-profit community organization that operates for charitable purposes. The non-profit company is based in Princeton, NJ. Princeton Family YMCA was acquired by Greater Somerset County YMCA on March 01, 2022. | Chairman | 01/01/2015 |
Alter Asset Management, Inc.
Alter Asset Management, Inc. Investment ManagersFinance Founded by Howard Alter in 1992, Alter Asset Management, Inc. is a registered investment adviser located in Princeton, New Jersey | President | 31/12/2011 |
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Formation de Steve Shueh
Princeton University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 11 |
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Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
Alter Asset Management, Inc.
Alter Asset Management, Inc. Investment ManagersFinance Founded by Howard Alter in 1992, Alter Asset Management, Inc. is a registered investment adviser located in Princeton, New Jersey | Finance |
Roundview Capital LLC
Roundview Capital LLC Investment ManagersFinance Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities. | Finance |
United Way of Greater Mercer County
United Way of Greater Mercer County Miscellaneous Commercial ServicesCommercial Services United Way of Greater Mercer County provides leadership services and related programs. It offers neutral table around which groups can partner and collaborate to produce results in local human care issues in the Mercer County area. The company was founded in 1994 and is headquartered in Lawrenceville, NJ. | Commercial Services |
The Bank of Princeton
The Bank of Princeton Regional BanksFinance The Bank of Princeton engages in the provision of personal, business lending, and deposit services. It offers traditional retail banking solutions, one-to four-family residential mortgage loans, multi-family and commercial mortgage loans, construction loans, commercial business loans, and consumer loans including home equity loans and lines of credit. The company was founded by Stephen Distler and Ross Wishnick on March 5, 2007 and is headquartered in Princeton, NJ. | Finance |
Princeton Family YMCA
Princeton Family YMCA Investment Trusts/Mutual FundsMiscellaneous Princeton Family YMCA is a not-for-profit community organization that operates for charitable purposes. The non-profit company is based in Princeton, NJ. Princeton Family YMCA was acquired by Greater Somerset County YMCA on March 01, 2022. | Miscellaneous |
Montgomery Basketball Association
Montgomery Basketball Association Miscellaneous Commercial ServicesCommercial Services Montgomery Basketball Association operates as a basketball association that provides a wholesome atmosphere for instructive recreational and travel basketball. The private company is based in Skillman. | Commercial Services |
Montgomery Township Education Foundation
Montgomery Township Education Foundation Miscellaneous Commercial ServicesCommercial Services Montgomery Township Education Foundation provides support for strategic programs aimed at improving the education of public school children. The private company is based in Skillman. | Commercial Services |
Nassau County Hockey | |
Greyscale AI, Inc.
Greyscale AI, Inc. Packaged SoftwareTechnology Services Greyscale AI, Inc. is a company that specializes in transforming inspections through their technology. The company is based in Fremont, CA. The company's cloud-based data analytics, x-ray imaging, and AI algorithms ensure safer and more efficient inspection processes. The company is able to capture all food safety, quality, and production data in real-time at machine speed. The company was founded in 2020 by Paul S. Kirincich, Rich Cisek, and Don Fotsch. Rich Cisek has been the CEO since 2020. | Technology Services |
Princeton Bancorp, Inc. |