![Stephanie Adair Byrd](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Stephanie Adair Byrd
Gestionnaire de Portefeuille-Actions chez View Capital RIA LP
Profil
Ms. Stephanie A.
Byrd is a Director, Certified Financial Planner & Client Relationship Manager.
As a Director and Client Advisor, she advises and manages numerous client relationships, helping everyone from individuals to multi-generational families manage their personal finances.
All along the way, she takes an active role in helping her clients understand and manage their day-to-day financial matters.
Prior to joining View Capital Advisors, Ms. Byrd worked for 12 years with Arthur Andersen, LLP, and KPMG, LLP, advising corporate executives and high-net-worth individuals and families with investments and financial planning.
She has a BBA degree in financial services and planning from Baylor University and is a Certified Financial Planner.
She is also a member of the Financial Planning Association and has served on the Scholarship Committee for the DFW chapter.
Postes actifs de Stephanie Adair Byrd
Sociétés | Poste | Début |
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View Capital RIA LP
![]() View Capital RIA LP Investment ManagersFinance View Capital RIA LP is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Jeffrey Rupp as Bluffview RIA LP in 2004 and is principally owned by View Capital Advisors LLC. View Capital RIA provides consulting and advisory services to individuals, corporations, partnerships, pooled investment vehicles, limited liability companies, trust accounts, employee benefit plans, charitable institutions and Taft-Hartley Plans. | Gestionnaire de Portefeuille-Actions | 01/07/2005 |
Formation de Stephanie Adair Byrd
Hankamer School of Business | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 1 |
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View Capital RIA LP
![]() View Capital RIA LP Investment ManagersFinance View Capital RIA LP is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Jeffrey Rupp as Bluffview RIA LP in 2004 and is principally owned by View Capital Advisors LLC. View Capital RIA provides consulting and advisory services to individuals, corporations, partnerships, pooled investment vehicles, limited liability companies, trust accounts, employee benefit plans, charitable institutions and Taft-Hartley Plans. | Finance |