Stephen Angelo Halkos
Directeur/Membre du Conseil chez Edge Capital Partners LLC
Postes actifs de Stephen Angelo Halkos
Sociétés | Poste | Début | Fin |
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Edge Capital Partners LLC
Edge Capital Partners LLC Investment ManagersFinance Edge Capital Partners LLC is a financial advisory firm that assists individuals, families, and institutions by creating investment management solutions. Its services include asset management, corporate finance, and risk management services. The company was founded by Lou Faust and Henry Morgan Jones and is headquartered in Atlanta, GA. | Directeur/Membre du Conseil | - | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Analyst-Equity | 01/08/2018 | - |
Gestionnaire de Portefeuille-Actions | 01/08/2018 | - |
Historique de carrière de Stephen Angelo Halkos
Anciens postes connus de Stephen Angelo Halkos
Sociétés | Poste | Début | Fin |
---|---|---|---|
Edge Advisors LLC
Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Analyst-Equity | 01/10/2014 | 01/07/2018 |
Gestionnaire de Portefeuille-Actions | 01/10/2014 | 01/07/2018 | |
ECHOSTAR CORPORATION | Corporate Officer/Principal | - | - |
UPS Capital Corp.
UPS Capital Corp. Finance/Rental/LeasingFinance UPS Capital Corp. is focused primarily on providing financial services to businesses whose supply chains span international borders, such as U.S.-based businesses that manufacture or import goods overseas for sale in the U.S. The company was founded in 1998 and is headquartered in Atlanta, GA. | Corporate Officer/Principal | - | - |
Glenmore Advisors LLC
Glenmore Advisors LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Glenmore Advisors LLC is a company that provides financial advisory services. The company is based in Atlanta, GA. Glenmore Advisors was acquired by Edge Capital Partners LLC from The Gleneagles Group LLC on October 27, 2014. | Corporate Officer/Principal | - | - |
Formation de Stephen Angelo Halkos
University of North Texas | Undergraduate Degree |
Georgia State University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 9 |
Opérationnelle
Corporate Officer/Principal | 3 |
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Sectorielle
Finance | 6 |
Consumer Services | 3 |
Communications | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Sociétés cotées | 1 |
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ECHOSTAR CORPORATION | Communications |
Entreprise privées | 5 |
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Edge Advisors LLC
Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Finance |
Glenmore Advisors LLC
Glenmore Advisors LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Glenmore Advisors LLC is a company that provides financial advisory services. The company is based in Atlanta, GA. Glenmore Advisors was acquired by Edge Capital Partners LLC from The Gleneagles Group LLC on October 27, 2014. | Finance |
UPS Capital Corp.
UPS Capital Corp. Finance/Rental/LeasingFinance UPS Capital Corp. is focused primarily on providing financial services to businesses whose supply chains span international borders, such as U.S.-based businesses that manufacture or import goods overseas for sale in the U.S. The company was founded in 1998 and is headquartered in Atlanta, GA. | Finance |
Edge Capital Partners LLC
Edge Capital Partners LLC Investment ManagersFinance Edge Capital Partners LLC is a financial advisory firm that assists individuals, families, and institutions by creating investment management solutions. Its services include asset management, corporate finance, and risk management services. The company was founded by Lou Faust and Henry Morgan Jones and is headquartered in Atlanta, GA. | Finance |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Finance |
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