Profile
Mr. Crevi joined the firm in 1995.
Immediately following graduate school, he joined the Chicago investment management firm of Stein, Roe & Farnham where he spent 25 years in executive roles, including senior partner in portfolio management.
Mr. Crevi is a graduate of Cornell University and the Wharton Graduate School of Business.
He is a Chartered Investment Counselor.
Former positions of Alan R. Crevi
Companies | Position | End |
---|---|---|
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Analyst-Equity | 30/07/2006 |
Stein Roe & Farnham, Inc. | Corporate Officer/Principal | 30/12/1994 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Finance |
Stein Roe & Farnham, Inc. | Finance |
- Stock Market
- Insiders
- Alan R. Crevi