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Stephen Lawrence Hanley
Directeur en chef des Investissements chez
Evergreen Wealth Management LLC (Michigan)
Profil
Stephen Lawrence Hanley was the founder of Camelot Portfolios LLC, which was founded in 2008, where he held the title of Portfolio Manager from 2008 to 2014.
Currently, he is the Lead Portfolio Manager at Evergreen Wealth Management LLC (Michigan) since 2015.
Mr. Hanley's education history includes an undergraduate degree from Bowling Green State University.
Postes actifs de Stephen Lawrence Hanley
| Sociétés | Poste | Début |
|---|---|---|
Evergreen Wealth Management LLC (Michigan)
 Evergreen Wealth Management LLC (Michigan) Investment ManagersFinance Evergreen manages customized portfolios that align with their clients’ planning objectives. The firm’s equity investment universe is overweighted toward finding businesses with long-term sustainable competitive advantages, or economic moats that fall within the firm’s circle of competence. They complement the equity allocation with fixed income designed to reduce the liability of withdrawing funds when equity markets decline or to use fixed income to reduce risks. Fixed Income is constructed to primarily diversify interest rate and credit risk while still delivering an adequate return rate relative to the overall bond markets. | Directeur en chef des Investissements | 01/01/2015 |
Anciens postes connus de Stephen Lawrence Hanley
| Sociétés | Poste | Fin |
|---|---|---|
Camelot Portfolios LLC
 Camelot Portfolios LLC Investment ManagersFinance Camelot employs time-tested investment philosophies that separate investor emotions to capitalize on market opportunities. The firm relies on independent research and common sense to help investors to meet their long-term investment objectives in all market conditions. They allocate portfolios across multiple strategies to meet each client's unique long-term return goals, income needs, tax objectives and risk tolerance. | Fondateur | 01/01/2014 |
Formation de Stephen Lawrence Hanley
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Entreprise privées
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4
Relations au 1er degré
3
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bowling Green State University
 Bowling Green State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Camelot Portfolios LLC
Camelot Portfolios LLC Investment ManagersFinance Camelot employs time-tested investment philosophies that separate investor emotions to capitalize on market opportunities. The firm relies on independent research and common sense to help investors to meet their long-term investment objectives in all market conditions. They allocate portfolios across multiple strategies to meet each client's unique long-term return goals, income needs, tax objectives and risk tolerance. | Finance |
Evergreen Wealth Management LLC (Michigan)
Evergreen Wealth Management LLC (Michigan) Investment ManagersFinance Evergreen manages customized portfolios that align with their clients’ planning objectives. The firm’s equity investment universe is overweighted toward finding businesses with long-term sustainable competitive advantages, or economic moats that fall within the firm’s circle of competence. They complement the equity allocation with fixed income designed to reduce the liability of withdrawing funds when equity markets decline or to use fixed income to reduce risks. Fixed Income is constructed to primarily diversify interest rate and credit risk while still delivering an adequate return rate relative to the overall bond markets. | Finance |
