Career history of Stephen Charles Potts
Former positions of Stephen Charles Potts
Companies | Position | Start | End |
---|---|---|---|
Boreal Capital Management LLC
Boreal Capital Management LLC Investment ManagersFinance Boreal Capital Management LLC (Boreal) is a SEC-registered investment adviser headquartered in Miami, Florida. The firm was founded in 2009 as Mora Wealth Management LLC. They are a wholly owned subsidiary of Boreal Capital Holdings USA LLC, which is wholly owned by Mora Banc Grup SA in Andorra. Boreal offers discretionary management and investment advisory services to private clients and wealthy families. | Portfolio Manager-Equities | 31/12/2012 | 23/10/2019 |
Training of Stephen Charles Potts
Connecticut College | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
Boreal Capital Management LLC
Boreal Capital Management LLC Investment ManagersFinance Boreal Capital Management LLC (Boreal) is a SEC-registered investment adviser headquartered in Miami, Florida. The firm was founded in 2009 as Mora Wealth Management LLC. They are a wholly owned subsidiary of Boreal Capital Holdings USA LLC, which is wholly owned by Mora Banc Grup SA in Andorra. Boreal offers discretionary management and investment advisory services to private clients and wealthy families. | Finance |