David Stephan Email & Phone Number
Vice President @ Hamilton Point Investment Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
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.
Looking for a different David Stephan?
Find contact details for 700 million professionals.
Others Named David Stephan
David Stephan
Vice President
Raleigh, NC, US
David Stephan
Director of Development
Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, MY
David Stephan
Senior Private Banker - GCC Wealth Management
United Arab Emirates
David Stephan
Key Account Director
Milwaukee, WI, US
David Stephan
Public Relations Manager
United States
David Stephan
Health Care Attorney
Brentwood, TN, US
Top Hamilton Point Investment Advisors Employees
Nathan Byrd
Director of Wealth Management
Chapel Hill, NC, US
K.c. Nelson
Chief Investment Officer
Chapel Hill, NC, US
David Stephan
Vice President
Raleigh, NC, US
Martha Ford
Vice President and Operations Manager
Pittsboro, NC, US
Megan Tarrant
Vice President
Chapel Hill, NC, US
Shannon Wardlaw
Director
Austin, TX, US
Tracy Davies
Vice President
Chapel Hill, NC, US
Marci Hansen
Associate Vice President
Chapel Hill, NC, US
Jessica Harris
Client Service Manager
United States
Lori Haynes
Associate
Kitty Hawk, NC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co