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Profil
Stephen John Taddei was the founder who founded Stellar Capital Management LLC in 2000 and held the title of Managing Partner.
He worked as a Principal at Merrill Lynch & Co., Inc. from 1985 to 1990 and at Prudential Securities from 1990 to 1993.
Mr. Taddei received an undergraduate degree from Lehigh University in 1981 and an MBA from the University of Phoenix in 1990.
Anciens postes connus de Stephen John Taddei
| Sociétés | Poste | Fin |
|---|---|---|
Prudential Securities
 Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Stellar Capital Management LLC
 Stellar Capital Management LLC Investment ManagersFinance Stellar Capital Management is a global value manager that offers customized equity, fixed-income and balanced portfolio management strategies. The firm seeks to build and protect their clients' assets and generate superior returns in a conservative manner. Portfolios are typically invested in stocks and bonds including large-, mid- and small-cap, value and growth opportunities, high quality bonds and ETFs or funds to focus on specific, areas of the market that are hard to invest in. Stellar Capital evaluates economically favored sectors to identify fundamentally sound companies in healthy industries that are positioned to grow revenue and earnings. Financial and market ratios are used to assess financial stability. These ratios in combination with economic statistics and interest rates drive the firm's internal valuation assessment. Technical trend analysis of markets, industries and specific companies compliments their decision process. Stellar Capital Management invests in the stocks of companies that are priced below their internal valuation projections. Positions are typically held for long-term appreciation rather than short-term speculation. To reduce volatility to provide portfolio income, Stellar Capital Management uses bonds which are typically investment grade and consist of US Treasury, Government agency, municipal or corporate bonds. Their allocation, maturity distribution, and quality are based on the underlying economic and market environment, projected interest rate trends and specific client needs. The firm offers four portfolios: fixed-income, balanced growth, growth equity and multi-cap growth. | Fondateur | - |
Formation de Stephen John Taddei
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Stellar Capital Management LLC
Stellar Capital Management LLC Investment ManagersFinance Stellar Capital Management is a global value manager that offers customized equity, fixed-income and balanced portfolio management strategies. The firm seeks to build and protect their clients' assets and generate superior returns in a conservative manner. Portfolios are typically invested in stocks and bonds including large-, mid- and small-cap, value and growth opportunities, high quality bonds and ETFs or funds to focus on specific, areas of the market that are hard to invest in. Stellar Capital evaluates economically favored sectors to identify fundamentally sound companies in healthy industries that are positioned to grow revenue and earnings. Financial and market ratios are used to assess financial stability. These ratios in combination with economic statistics and interest rates drive the firm's internal valuation assessment. Technical trend analysis of markets, industries and specific companies compliments their decision process. Stellar Capital Management invests in the stocks of companies that are priced below their internal valuation projections. Positions are typically held for long-term appreciation rather than short-term speculation. To reduce volatility to provide portfolio income, Stellar Capital Management uses bonds which are typically investment grade and consist of US Treasury, Government agency, municipal or corporate bonds. Their allocation, maturity distribution, and quality are based on the underlying economic and market environment, projected interest rate trends and specific client needs. The firm offers four portfolios: fixed-income, balanced growth, growth equity and multi-cap growth. | Finance |
Lehigh University
 Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Phoenix
 University of Phoenix Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
