Steven Wolken Email & Phone Number
Chief Compliance Officer - Clearstead Advisors, LLC (formerly Hartland and Co., LLC) @ Clearstead
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Steven Wolken Location
- Cleveland, OH, US
Steven Wolken Work
- 2011 -now Chief Compliance Officer - Clearstead Advisors, LLC (formerly Hartland and Co., LLC) @
- 2004 -2011 Director - Investments @ Chess Financial Corp
- 1998 -2004 Analyst @
Steven Wolken Education
- John Carroll University
B.S. - Finance
1994-1998 - John Carroll University
MBA (Finance)
1994-1998
Steven Wolken Skills
- Alternative Investments
- Mutual Funds
- Securities
- Bloomberg
- Fixed Income
- Equities
- Asset Allocation
- Hedge Funds
- Portfolio Management
- Financial Modeling
- Asset Managment
- Regulatory Compliance
Steven Wolken Summary
- Steven Wolken, based in Cleveland, OH, US, is currently a Chief Compliance Officer - Clearstead Advisors, LLC (formerly Hartland and Co., LLC) at Clearstead. Steven Wolken brings experience from previous roles at Chess Financial Corp and Victory Capital Management. Steven Wolken holds a 1994 - 1998 B.S. - Finance @ John Carroll University. With a robust skill set that includes Alternative Investments, Mutual Funds, Securities, Bloomberg, Fixed Income and more. Steven Wolken has 2 emails and 1 mobile phone numbers on RocketReach.
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