David Stephan Email & Phone Number
Vice President @ Hamilton Point Investment Advisors
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David Stephan Location
- Raleigh, NC, US
David Stephan Work
- 2022 - now Vice President @
- 2018 - 2022 Assistant Vice President @
- 2016 - 2018 Associate Portfolio Manager @
- 2013 - 2015 Investment Associate @
- 2011 - 2013 Analyst @ Schneider Downs Wealth Management LP
- 2010 - 2011 Account Analyst @
David Stephan Education
- Duquesne University
Bachelor of Science (Business Administration; Finance, Accounting and Investment Management)
2005 - 2010
David Stephan Skills
- Equities
- Microsoft Excel
- Bloomberg
- FactSet
- Financial Analysis
- Wealth Management
- Wealth Management Services
David Stephan Summary
- David Stephan, based in Raleigh, NC, US, is currently a Vice President at Hamilton Point Investment Advisors. David Stephan brings experience from previous roles at Hamilton Point Investment Advisors and Schneider Downs Wealth Management LP. David Stephan holds a 2005 - 2010 Bachelor of Science in Business Administration; Finance, Accounting and Investment Management @ Duquesne University. With a robust skill set that includes Equities, Microsoft Excel, Bloomberg, FactSet, Financial Analysis and more. David Stephan has 2 emails and 1 mobile phone numbers on RocketReach.
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