David Charles Stephan
Analyst-Equity at Hamilton Point Investment Advisors LLC
Profile
Mr. David C.
Stephan, CFA, is a Vice President at Hamilton Point Investment Advisors LLC.
He provides research, analysis and trading expertise and is a member of the Hamilton Point Investment Committee and a portfolio manager.
He also assists the firm in reporting, operations and technology implementations.
Before joining Hamilton Point, Mr. Stephan worked at Schneider Downs Wealth Management Advisors LP, where he supported operations and was an investment analyst.
His background also includes experience with Bank of New York Mellon where he was an account analyst.
He received his B.A.
in Finance, Accounting, & Investment Management from Duquesne University.
David Charles Stephan active positions
| Companies | Position | Start |
|---|---|---|
Hamilton Point Investment Advisors LLC
 Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. | Analyst-Equity | 31/08/2013 |
Training of David Charles Stephan
| Duquesne University of The Holy Spirit | Undergraduate Degree |
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Linked companies
| Private companies | 1 |
|---|---|
Hamilton Point Investment Advisors LLC
Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. | Finance |
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