Steven Neeley Email & Phone Number
Founder and Wealth Advisor
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Steven Neeley Location
- Indianapolis, IN, US
Steven Neeley Work
- Founder and Wealth Advisor @ Fortress Capital Advisors (September 2022 - Present)
- Chief Investment Officer @ (October 2020 - July 2022)
- Chief Investment Officer @ One Charles Private Wealth (Merged with TMD & Associates in July 2019) (July 2019 - October 2020)
- Portfolio Manager (2015-June 2019) Senior Investment Analyst and Financial Planner (2010-2015) @ (January 2010 - June 2019)
- Financial Analyst @ ValuCorp (January 2010 - January 2011)
- Portfolio Analyst (Intern) @ (January 2009 - January 2009)
- Business Development Specialist @ MissionCare Inc. (January 2008 - January 2009)
- Assistant Manager @ Richmond International Language Institute (January 2004 - January 2007)
Steven Neeley Education
- Thunderbird School of Global Management
Master of Business Administration (M.B.A.) (Finance)
2008-2010 - Indiana University Bloomington
Bachelor of Arts (B.A.)
1998-2002
Steven Neeley Skills
- Accounting
- Alternative Investments
- Analysis
- Asset Allocation
- Asset Management
- Business Development
- Business Strategy
- CRM
- Competitive Analysis
- Cross-functional Team Leadership
- Customer Relationship Management (CRM)
- Data Analysis
- Due Diligence
- Finance
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Planning
- Investment Management
- Investments
- Leadership
- Management
- Mandarin
- Market Research
- Marketing
- Microsoft Excel
- Portfolio Management
- Private Equity
- Private Wealth Management
- Retirement Planning
- Strategic Planning
- Strategy
- Tax Planning
- Valuation
- Visual Basic for Applications (VBA)
- Wealth Management
Steven Neeley Summary
- Steven Neeley, based in Indianapolis, IN, US, is currently a Founder and Wealth Advisor at Fortress Capital Advisors. Steven Neeley brings experience from previous roles at TMD Wealth Management, One Charles Private Wealth (Merged with TMD & Associates in July 2019), TMD & Associates and ValuCorp. Steven Neeley holds a 2008 - 2010 Master of Business Administration (M.B.A.) in Finance @ Thunderbird School of Global Management. With a robust skill set that includes Accounting, Alternative Investments, Analysis, Asset Allocation, Asset Management and more. Steven Neeley has 1 emails and 1 mobile phone numbers on RocketReach.
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