Profil
Mr. Steven J.
Glass is a Principal & Senior Financial Advisor at Shufro, Rose & Co. LLC.
He joined the firm in 1988 and was named a Principal in 1997.
He co-manages the Shufro-Glass Group with Greg Shufro.
Mr. Glass received his B.S.
in Business Administration from the University of Hartford in 1988.
Postes actifs de Steven Jeffrey Glass
| Sociétés | Poste | Début |
|---|---|---|
Shufro, Rose & Co. LLC
Shufro, Rose & Co. LLC Investment ManagersFinance SRC manages individualized portfolios for clients based on their personal objectives, goals and risk tolerances. The firm primarily invests client assets in stocks, exchange-traded securities, closed-end funds, and various types of fixed income securities. Portfolio managers typically maintain cash equivalent positions (money market funds) through a sweep program as well. SRC typically seeks to diversify holdings across industry classes within each portfolio or family group. | Gestionnaire de Portefeuille-Actions | 01/09/1988 |
Formation de Steven Jeffrey Glass
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Sociétés cotées
Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Shufro, Rose & Co. LLC
Shufro, Rose & Co. LLC Investment ManagersFinance SRC manages individualized portfolios for clients based on their personal objectives, goals and risk tolerances. The firm primarily invests client assets in stocks, exchange-traded securities, closed-end funds, and various types of fixed income securities. Portfolio managers typically maintain cash equivalent positions (money market funds) through a sweep program as well. SRC typically seeks to diversify holdings across industry classes within each portfolio or family group. | Finance |
University of Hartford
University of Hartford Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















