Steve Block
Plus aucun poste en cours
Profil
Stephen Lee Block worked as a Senior Research Analyst at Bay Isle Financial Corp.
from 1996 to 2005.
He then served as a Senior Financial Analyst at Manufacturers & Traders Trust Co. and as a Consultant at Howard Johnson & Co. In 2006, he joined Phocas Financial Corp.
as a Portfolio Manager, a position he held until 2023.
Mr. Block obtained his undergraduate degree from the University of California San Diego in 1989 and earned an MBA from the University of Michigan in 1994.
Anciens postes connus de Steve Block
| Sociétés | Poste | Fin |
|---|---|---|
Phocas Financial Corp.
 Phocas Financial Corp. Investment ManagersFinance Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. | Gestionnaire de Portefeuille-Actions | 01/10/2023 |
Bay Isle Financial Corp.
 Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Analyst-Equity | 30/06/2005 |
Howard Johnson & Co.
 Howard Johnson & Co. Miscellaneous Commercial ServicesCommercial Services Part of Bank of America Corp., Howard Johnson & Co. provides accounting services. The company is based in New York, NY. Howard Johnson was acquired by Merrill Lynch & Co., Inc. /Old/ on September 09, 1998 for $92 million. | Corporate Officer/Principal | - |
Manufacturers & Traders Trust Co.
 Manufacturers & Traders Trust Co. Regional BanksFinance Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
Formation de Steve Block
| University of California San Diego | Undergraduate Degree |
| University of Michigan | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Finance |
Manufacturers & Traders Trust Co.
Manufacturers & Traders Trust Co. Regional BanksFinance Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY. | Finance |
Howard Johnson & Co.
Howard Johnson & Co. Miscellaneous Commercial ServicesCommercial Services Part of Bank of America Corp., Howard Johnson & Co. provides accounting services. The company is based in New York, NY. Howard Johnson was acquired by Merrill Lynch & Co., Inc. /Old/ on September 09, 1998 for $92 million. | Commercial Services |
Phocas Financial Corp.
Phocas Financial Corp. Investment ManagersFinance Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. | Finance |
