Mark W. Steffen
Gestionnaire de Portefeuille-Actions chez Clinton Investment Management LLC
Profil
Mr. Mark W.
Steffen is a Director & Portfolio Manager at Clinton Investment Management LLC.
Prior to joining CIM Mr. Steffen spent three years as Managing Director of Municipals at Academy Securities.
Prior to Academy He spent 18 years as co-owner of Belle Haven Investments where he was responsible for designing and implementing the systems and procedures necessary to grow the firm’s assets under management to 1.7 billion in 2013 with 2,700 separately managed tax-exempt fixed income accounts.
During the prior decade He was involved in institutional trading, underwriting and sales in the Municipal market.
He received a B.A.
in Economics from Colgate University.
Postes actifs de Mark W. Steffen
| Sociétés | Poste | Début |
|---|---|---|
Clinton Investment Management LLC
 Clinton Investment Management LLC Investment ManagersFinance Clinton Investment Management LLC (CIM) is an independent wealth management firm and registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by Andrew Clinton in 2007. CIM manages tax-exempt fixed income portfolios in the form of separately managed accounts for wealthy private clients and institutional investors. | Gestionnaire de Portefeuille-Actions | 01/06/2017 |
Anciens postes connus de Mark W. Steffen
| Sociétés | Poste | Fin |
|---|---|---|
Belle Haven Investments Securities
 Belle Haven Investments Securities Investment Banks/BrokersFinance Founded in 1991, Belle Haven Investments Securities is a full-service investment firm headquartered in Greenwich, Connecticut. They provide a full array of trading and execution services for their clients. They do not provide any internal research. Belle Haven is the broker subsidiary of Belle Haven Investments. | Directeur des opérations | - |
Rodman & Renshaw, Inc.
 Rodman & Renshaw, Inc. Investment Banks/BrokersFinance Rodman & Renshaw, Inc. provides securities brokerage services. The private company is based in Chicago, IL. The company was founded by John Ferrara. | Corporate Officer/Principal | - |
| Dain Bosworth, Inc. | Trading-Fixed Income | - |
Glickenhaus & Co.
 Glickenhaus & Co. Investment ManagersFinance Glickenhaus & Co. (GC) operated as an investment advisor. The company was founded in 1938 and was headquartered in New York, NY. | Corporate Officer/Principal | - |
Belle Haven Investments LP
 Belle Haven Investments LP Investment ManagersFinance Belle Haven Investments LP (Belle Haven) is an independent, SEC-registered investment advisor headquartered in Rye Brook, New York. Founded in 1991, the firm provides investment management services to individuals, high net-worth individuals and families, pension and profit-sharing plans, registered investment companies, registered investment advisors, charitable organizations, business organizations, religious organizations, hospitals, insurance companies, educational institutions and pooled investment fund. Belle Haven also provides investment management services as a portfolio manager to various wrap fee programs. | Directeur des opérations | - |
Formation de Mark W. Steffen
| Colgate University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Belle Haven Investments LP
Belle Haven Investments LP Investment ManagersFinance Belle Haven Investments LP (Belle Haven) is an independent, SEC-registered investment advisor headquartered in Rye Brook, New York. Founded in 1991, the firm provides investment management services to individuals, high net-worth individuals and families, pension and profit-sharing plans, registered investment companies, registered investment advisors, charitable organizations, business organizations, religious organizations, hospitals, insurance companies, educational institutions and pooled investment fund. Belle Haven also provides investment management services as a portfolio manager to various wrap fee programs. | Finance |
| Dain Bosworth, Inc. | Finance |
Glickenhaus & Co.
Glickenhaus & Co. Investment ManagersFinance Glickenhaus & Co. (GC) operated as an investment advisor. The company was founded in 1938 and was headquartered in New York, NY. | Finance |
Rodman & Renshaw, Inc.
Rodman & Renshaw, Inc. Investment Banks/BrokersFinance Rodman & Renshaw, Inc. provides securities brokerage services. The private company is based in Chicago, IL. The company was founded by John Ferrara. | Finance |
Belle Haven Investments Securities
Belle Haven Investments Securities Investment Banks/BrokersFinance Founded in 1991, Belle Haven Investments Securities is a full-service investment firm headquartered in Greenwich, Connecticut. They provide a full array of trading and execution services for their clients. They do not provide any internal research. Belle Haven is the broker subsidiary of Belle Haven Investments. | Finance |
Clinton Investment Management LLC
Clinton Investment Management LLC Investment ManagersFinance Clinton Investment Management LLC (CIM) is an independent wealth management firm and registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by Andrew Clinton in 2007. CIM manages tax-exempt fixed income portfolios in the form of separately managed accounts for wealthy private clients and institutional investors. | Finance |
