Steven Gormley Location
- Redlands, CA, US
Steven Gormley Work
- 2009 -now Director of Portfolio Management @
- 2005 -2008 Investment Advisor Representative @
Steven Gormley Education
- University of Redlands
Bachelor of Business Administration - BBA (Business Administration and Management, General)
2001-2005
Steven Gormley Skills
- Portfolio Management
- Portfolio Optimization
- Investments
- Market Research
- Mutual Funds
- ETFs
- Investment Management
- Portfolio Construction
- Applied Finance
- Economics
- Global Capital Markets
- Investment Vehicles
- Equities
- Fixed Income
- Alternative Investments
- Portfolio Theories and Models
- Behavioral Finance
- Attributes of Risk
- Risk Measurement
- Performance Measurement and Attribution
Steven Gormley Summary
- Steven Gormley, based in Redlands, CA, US, is currently a Director of Portfolio Management at KWB Wealth. Steven Gormley brings experience from previous roles at Copeland Wealth Management LLC. Steven Gormley holds a 2001 - 2005 Bachelor of Business Administration - BBA in Business Administration and Management, General @ University of Redlands. With a robust skill set that includes Portfolio Management, Portfolio Optimization, Investments, Market Research, Mutual Funds and more. Steven Gormley has 1 emails and 1 mobile phone numbers on RocketReach.
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Michael Razzouk
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Associate Wealth Manager
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Ricardo Salinas
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