Profil
Ms. Stephanie S.
Thomas, CFA MBA, is a Managing Director, Institutional Principal & Portfolio Manager at Bahl & Gaynor, Inc. She works primarily with institutional clients along with select high net worth relationships.
She also coordinates third-party distribution relationships and travels regularly to support Bahl & Gaynor national platform partners.
Ms. Thomas is a member of the Investment Committee covering the Real Estate Sector.
Prior to joining Bahl & Gaynor, Ms. Thomas worked at various positions at Fifth Third Bank including Managing Director of Client Management, Senior Investment Advisor at the Investment Advisors Division and Commercial Banker at the Commercial Banking Team.
She received her Bachelor of Arts major in Economics and a minor in Business from the Wittenberg University and a Master of Business Administration degree from University of Notre Dame.
Ms. Thomas is also a CFA charterholder.
Postes actifs de Stephanie Schulze Thomas
| Sociétés | Poste | Début |
|---|---|---|
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance B&G employs a unified fundamental investment philosophy predicated on long-term ownership of high-quality businesses that they believe are uniquely capable of compounding capital and dividends at attractive growth rates. | Analyst-Equity | 02/07/2012 |
Anciens postes connus de Stephanie Schulze Thomas
| Sociétés | Poste | Fin |
|---|---|---|
ClearArc Capital, Inc.
ClearArc Capital, Inc. Investment ManagersFinance ClearArc Capital offers a broad array of equity, fixed income and specialty investment strategies as well as customized portfolios. Clients within each investment strategy share similar investment objectives. Additionally, the firm offers a passive equity index product. Their investment strategies include: Large-Cap Equity Index SRI, Core Fixed Income, Intermediate Government, Intermediate Government/ Credit Fixed Income, 1-3 Year Government LAM, 1-3 Year Government/ Corporate LAM, and Short Term Maturity LAM. | Corporate Officer/Principal | 31/05/2012 |
Formation de Stephanie Schulze Thomas
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance B&G employs a unified fundamental investment philosophy predicated on long-term ownership of high-quality businesses that they believe are uniquely capable of compounding capital and dividends at attractive growth rates. | Finance |
University of Notre Dame
University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ClearArc Capital, Inc.
ClearArc Capital, Inc. Investment ManagersFinance ClearArc Capital offers a broad array of equity, fixed income and specialty investment strategies as well as customized portfolios. Clients within each investment strategy share similar investment objectives. Additionally, the firm offers a passive equity index product. Their investment strategies include: Large-Cap Equity Index SRI, Core Fixed Income, Intermediate Government, Intermediate Government/ Credit Fixed Income, 1-3 Year Government LAM, 1-3 Year Government/ Corporate LAM, and Short Term Maturity LAM. | Finance |
Wittenberg University
Wittenberg University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















