Profil
Mr. Donald W.
Stellin is a Partner at HighTower Advisors LLC.
He develops financial plans, manages investment portfolios, and works collaboratively with clients to create retirement income plans.
Prior to HighTower, he began his career with Merrill Lynch in Traverse City, Michigan as a financial advisor in 2000.
He comes to HighTower from Stifel Nicolaus and UBS Financial Services.
Having worked for several large brokerage firms, he appreciates the independent, open-architecture, open-source structure of HighTower for serving the needs and goals of his clients.
He holds a BA from the University of Michigan at Ann Arbor.
Mr. Stellin holds Series 7 and 66 licenses as well as Life and Health Insurance licenses.
Postes actifs de Don Stellin
| Sociétés | Poste | Début |
|---|---|---|
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Gestionnaire de Portefeuille-Actions | 01/09/2011 |
Anciens postes connus de Don Stellin
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch Trust Co. | Corporate Officer/Principal | - |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 30/08/2011 |
Formation de Don Stellin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Michigan
University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Merrill Lynch Trust Co. |
















