Profil
Mr. Stephen T.
Childs, CFA, is a Director of Wealth Planning & Portfolio Manager at Bradley, Foster & Sargent, Inc. He is on the Board of Directors at Wheeler Clinic, Inc. He is the director of wealth planning and a portfolio manager.
He is responsible for providing in-depth insights into wealth planning and investment management.
He provides tailored advice to clients, helping them confidently navigate life’s planned and unplanned events.
Before joining the firm, he was the trust operation director at Clayton Bank and Trust in Knoxville, TN serving wealthy families in east Tennessee.
Postes actifs de Stephen Tucker Childs
| Sociétés | Poste | Début |
|---|---|---|
Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent, Inc. Investment ManagersFinance BFS generally invests in the long-term and seeks capital preservation. They utilize fundamental analysis to invest in sound companies with identifiable prospects for earnings growth when the stocks of these companies can be purchased at what they believe to be reasonable valuations. Their investment philosophy includes capital preservation, commitment to equities, reasonable prices, diversification, and the ineffectiveness of market timing. | Gestionnaire de Portefeuille-Actions | 01/01/2017 |
Wheeler Clinic, Inc.
Wheeler Clinic, Inc. Medical/Nursing ServicesHealth Services Provides healthcare services | Directeur/Membre du Conseil | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent, Inc. Investment ManagersFinance BFS generally invests in the long-term and seeks capital preservation. They utilize fundamental analysis to invest in sound companies with identifiable prospects for earnings growth when the stocks of these companies can be purchased at what they believe to be reasonable valuations. Their investment philosophy includes capital preservation, commitment to equities, reasonable prices, diversification, and the ineffectiveness of market timing. | Finance |
Wheeler Clinic, Inc.
Wheeler Clinic, Inc. Medical/Nursing ServicesHealth Services Provides healthcare services | Health Services |
















