Ray Stine

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Consumer Services

Profile

Mr. William R.
Stine, Jr., is Senior Investment Consultant at Gary Goldberg Planning Services, Inc. Mr. Stine was employed by Verizon Capital Corp.
He also served on the board at United States Air Force Academy.
He received his Bachelor's degree in Architectural Engineering from The Ohio University.

Former positions of Ray Stine

Companies	Position	End
Gary Goldberg Planning Services, Inc. Gary Goldberg Planning Services, Inc. Investment ManagersFinance Gary Goldberg Planning Services (GGPS) offers discretionary portfolio management and non-discretionary portfolio management using individual equities, bonds or bond funds, no-load mutual funds, ETFs and variable annuities. The firm to creates custom portfolios designed to meet clients' individual needs. GGPS uses a number of proprietary which contain solutions with varying risk profiles. GGPS manages accounts in three separate portfolios: the Select Opportunity Portfolio, the Growth & Income Model, and the Income Model. The firm also manages accounts in two wrap fee programs: the Select Trac Mutual Fund Program and the Select Trac Exchange Traded Fund Program. GPS employs a variety of strategies in them management of model portfolios including long-term purchases, short-term purchases, short sales, margin transactions, option writing (puts and calls), covered calls, and spreading.	Portfolio Manager-Equities	28/02/2015
Verizon Capital Corp. Verizon Capital Corp. Finance/Rental/LeasingFinance Provides equipment rental and lease financing	Corporate Officer/Principal	30/12/1997
United States Air Force Academy United States Air Force Academy Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	-

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Linked companies

Private companies	4
Verizon Capital Corp. Verizon Capital Corp. Finance/Rental/LeasingFinance Provides equipment rental and lease financing	Finance
The Ohio University The Ohio University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
United States Air Force Academy United States Air Force Academy Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Gary Goldberg Planning Services, Inc. Gary Goldberg Planning Services, Inc. Investment ManagersFinance Gary Goldberg Planning Services (GGPS) offers discretionary portfolio management and non-discretionary portfolio management using individual equities, bonds or bond funds, no-load mutual funds, ETFs and variable annuities. The firm to creates custom portfolios designed to meet clients' individual needs. GGPS uses a number of proprietary which contain solutions with varying risk profiles. GGPS manages accounts in three separate portfolios: the Select Opportunity Portfolio, the Growth & Income Model, and the Income Model. The firm also manages accounts in two wrap fee programs: the Select Trac Mutual Fund Program and the Select Trac Exchange Traded Fund Program. GPS employs a variety of strategies in them management of model portfolios including long-term purchases, short-term purchases, short sales, margin transactions, option writing (puts and calls), covered calls, and spreading.	Finance

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