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Ardo Fuentes
Director of Investments chez
Stifel Nicolaus & Co., Inc. (Investment Management)
Profil
Mr. Gerardo R.
Fuentes is a Senior Vice President of Investments at Stifel Nicolaus & Co., Inc. He is on the Board of Directors at Uplift Education.
He began his investment industry career in 1999 and joined Stifel in 2021.
Prior to Stifel, Mr. Fuentes served in various roles at Bank of America Merrill Lynch in New York City and Robertson Stephens in San Francisco.
His goal is to help individuals and family offices manage their financial needs, as well as help businesses coordinate their exit strategies with their overall wealth management objectives and pursue profitability improvement.
During his tenure in New York, he was Vice President in Global Corporate and Investment Banking, working as an Investment-Grade Debt Analyst.
In this role, he covered the energy and technology sectors.
He also worked as a desk analyst on the swaps trading desk.
He earned a B.S.
in Mechanical Engineering from the University of Texas at El Paso before earning an MBA from the University of Notre Dame.
Postes actifs de Ardo Fuentes
| Sociétés | Poste | Début |
|---|---|---|
Uplift Education
 Uplift Education Other Consumer ServicesConsumer Services Operate public charter schools | Directeur/Membre du Conseil | - |
Stifel Nicolaus & Co., Inc. (Investment Management)
 Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus-IM employs a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies. | Director of Investments | 24/08/2021 |
Anciens postes connus de Ardo Fuentes
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Fixed Income | 23/08/2021 |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Fixed Income | 09/05/2012 |
| GLOBE LIFE INC. | Corporate Officer/Principal | 30/05/2011 |
Robertson Stephens & Co.
 Robertson Stephens & Co. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/08/2002 |
Yazaki International Corp.
 Yazaki International Corp. Wholesale DistributorsDistribution Services Supplies automotive supplies and spare parts | Corporate Officer/Principal | - |
Formation de Ardo Fuentes
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Globe Life, Inc.
 Globe Life, Inc. Multi-Line InsuranceFinance Operates as a holding company whose subsidiaries provides life and health insurance & investment services | Finance |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Robertson Stephens & Co.
Robertson Stephens & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Yazaki International Corp.
Yazaki International Corp. Wholesale DistributorsDistribution Services Supplies automotive supplies and spare parts | Distribution Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Uplift Education
Uplift Education Other Consumer ServicesConsumer Services Operate public charter schools | Consumer Services |
Stifel Nicolaus & Co., Inc. (Investment Management)
Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus-IM employs a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies. | Finance |
