Stephen David Leit
Gestionnaire de Portefeuille-Actions chez Shufro, Rose & Co. LLC
Profil
Mr. Stephen D.
Leit, CFA, is a Principal & Senior Financial Advisor at Shufro, Rose & Co. LLC.
He joined the firm in 1984 and became a Principal in 1989.
He worked directly with our founder, Salwyn Shufro, and co-manages the Contant-Leit Group with John Contant.
Prior to joining Shufro Rose, Mr. Leit was a Securities Analyst at Neuberger Berman and other institutional firms for thirteen years.
He received his B.A.
from the University of Rochester in 1967 and his M.A.
from Northwestern University in 1970.
He has been a member of the CFA Society of New York (formerly the New York Society of Securities Analysts) since 1975 and earned the Chartered Financial Analyst designation in 1978.
Postes actifs de Stephen David Leit
Sociétés | Poste | Début |
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Shufro, Rose & Co. LLC
Shufro, Rose & Co. LLC Investment ManagersFinance Shufro, Rose & Co. LLC (SRC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded as a partnership in 1938 and was converted to an LLC in 1997. SRC provides investment management and advisory services to separately managed accounts of individuals, high net-worth individuals, trusts and estates, retirement accounts, businesses and charitable organizations on a discretionary and non-discretionary basis. | Gestionnaire de Portefeuille-Actions | 01/10/1984 |
Formation de Stephen David Leit
Rochester Christian University | Undergraduate Degree |
Northwestern University | Graduate Degree |
Expériences
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Entreprise privées | 1 |
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Shufro, Rose & Co. LLC
Shufro, Rose & Co. LLC Investment ManagersFinance Shufro, Rose & Co. LLC (SRC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded as a partnership in 1938 and was converted to an LLC in 1997. SRC provides investment management and advisory services to separately managed accounts of individuals, high net-worth individuals, trusts and estates, retirement accounts, businesses and charitable organizations on a discretionary and non-discretionary basis. | Finance |