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Steve Athanassie
Head-Equity Investments chez ProVise Management Group LLC
Postes actifs de Steve Athanassie
Sociétés | Poste | Début | Fin |
---|---|---|---|
ProVise Management Group LLC
![]() ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Head-Equity Investments | 01/01/2022 | - |
Analyst-Equity | 01/02/2013 | 01/01/2021 | |
Corporate Officer/Principal | 01/01/2021 | 01/01/2022 |
Historique de carrière de Steve Athanassie
Anciens postes connus de Steve Athanassie
Sociétés | Poste | Début | Fin |
---|---|---|---|
Trademark Capital Management, Inc.
![]() Trademark Capital Management, Inc. Investment ManagersFinance Trademark Capital Management, Inc. (Trademark Capital) is an independent, SEC-registered investment advisor headquartered in Watkinsville, Florida. The firm was founded by Steve Athanassie and Don Beasley in 1995. Trademark Capital provides institutional advisory services to other investment professionals, retirement plans, private funds and collective investment funds. | Fondateur | 03/07/1995 | 01/02/2013 |
Gestionnaire de Portefeuille-Actions | 03/07/1995 | 01/02/2013 | |
Portfolio Manager-Fixed Income | 03/07/1995 | 01/02/2013 | |
Sales & Marketing | 03/07/1995 | 01/02/2013 | |
FSC Securities Corp.
![]() FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Corporate Officer/Principal | 31/12/2004 | 31/12/2004 |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | 01/11/1995 | 01/11/1995 |
Formation de Steve Athanassie
University of South Florida | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Corporate Officer/Principal | 3 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
---|---|
Trademark Capital Management, Inc.
![]() Trademark Capital Management, Inc. Investment ManagersFinance Trademark Capital Management, Inc. (Trademark Capital) is an independent, SEC-registered investment advisor headquartered in Watkinsville, Florida. The firm was founded by Steve Athanassie and Don Beasley in 1995. Trademark Capital provides institutional advisory services to other investment professionals, retirement plans, private funds and collective investment funds. | Finance |
American Express Financial Advisors, Inc. | |
FSC Securities Corp.
![]() FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Finance |
ProVise Management Group LLC
![]() ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
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