David Stephan's Location
Raleigh, NC, US
David Stephan's Work
- Vice President @ Hamilton Point Investment Advisors
- Assistant Vice President @ Hamilton Point Investment Advisors
- Associate Portfolio Manager @ Hamilton Point Investment Advisors
- Investment Associate @ Hamilton Point Investment Advisors
- Analyst @ Schneider Downs Wealth Management LP
- Account Analyst @ BNY Mellon
David Stephan's Education
- Duquesne University
Bachelor of Science (Business Administration; Finance, Accounting and Investment Management)
2005 - 2010
David Stephan's Skills
- Equities
- Microsoft Excel
- Bloomberg
- FactSet
- Financial Analysis
- Wealth Management
- Wealth Management Services
David Stephan's Summary
David Stephan, based in Raleigh, NC, US, is currently a Vice President at Hamilton Point Investment Advisors, bringing 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 contributes valuable insights to the industry. David Stephan has 2 emails on RocketReach.
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Top Hamilton Point Investment Advisors Employees
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ViewAndrew Burns
CEO and Chief Investment Officer at Hamilton Point Investment Advisors
Chapel Hill, North Carolina, United States12 -
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Nathan Byrd
Director of Wealth Management at Hamilton Point Investment Advisors
Chapel Hill, NC, US23 -
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Megan Tarrant
Assistant Vice President at Hamilton Point Investment Advisors
Chapel Hill, NC, US12 -
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Awma Curtis Byrd
Assistant Vice President at Hamilton Point Investment Advisors
Chapel Hill, NC, US2 -
ViewMartha Ford
Vice President and Operations Manager at Hamilton Point Investment Advisors
Pittsboro, NC, US32
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