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Steve Osborne
Plus aucun poste en cours
Consumer Services
Finance
Profil
Mr. Steven T.
Osborne, CPA, is a Senior Wealth Manager & Chief Investment Officer at Windward Private Wealth Management, Inc. He has more than 35 years of financial industry experience, he brings his background in tax planning and investing to all his work with the firm’s clients.
Mr. Osborne began his career in the financial industry as a Certified Public Accountant.
He received his B.S., Accounting degree from Kansas State University and a A.A., Business degree from Dodge City Community College (Kansas).
He is a CPA.
Anciens postes connus de Steve Osborne
| Sociétés | Poste | Fin |
|---|---|---|
Windward Private Wealth Management, Inc.
 Windward Private Wealth Management, Inc. Investment ManagersFinance Windward seeks to help clients preserve and grow their wealth, diversify their portfolio, reduce their taxes and invest in their future. The firm’s primary method of analysis relies on Modern Portfolio Theory. They mainly invest clients’ assets in exchange-traded funds (ETFs) and mutual funds but also in other securities deemed appropriate for the client. | Directeur en chef des Investissements | 01/01/2022 |
Formation de Steve Osborne
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Kansas State University
 Kansas State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dodge City Community College (Kansas)
 Dodge City Community College (Kansas) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Windward Private Wealth Management, Inc.
Windward Private Wealth Management, Inc. Investment ManagersFinance Windward seeks to help clients preserve and grow their wealth, diversify their portfolio, reduce their taxes and invest in their future. The firm’s primary method of analysis relies on Modern Portfolio Theory. They mainly invest clients’ assets in exchange-traded funds (ETFs) and mutual funds but also in other securities deemed appropriate for the client. | Finance |
