Steven Michael MacNamara

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Profile

Steven Michael MacNamara worked as a Managing Member & CIO at Horizons West Capital Partners LLC from 2008 to 2015.
He was also the Chief Investment Officer at Wescott Financial Advisory Group LLC in 2016-2017.
Prior to that, he held Principal positions at PartnerRe Asset Management Corp., International Management Group (Overseas), Inc., and Morgan Stanley Investment Management, Inc. He was also a Principal at Bateman, Eichler, Hill Richards Realty Co., Inc. Mr. MacNamara received his undergraduate degree from the University of Florida and his MBA from Johnson Graduate School of Management.

Former positions of Steven Michael MacNamara

Companies	Position	End
Howe & Rusling, Inc. Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis.	Portfolio Manager-Equities	31/12/2019
Wescott Financial Advisory Group LLC Wescott Financial Advisory Group LLC Investment ManagersFinance Wescott employs an open architecture, multi-manager (passive and active), tax-sensitive approach to manage various risk exposures in order to protect and grow their clients’ wealth. The firm combines time-tested, unique wealth management and investment philosophies with proprietary tools to help turn client’s financial complexity into personal clarity. They couple the active management of stock selection with a passive strategy approach, which allows them to control risk and enhance their ability to outperform benchmarks. Wescott diversifies their portfolios with regard to geography, asset class and style.	Corporate Officer/Principal	31/12/2016
Horizons West Capital Partners LLC Horizons West Capital Partners LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	30/12/2015
Bateman, Eichler, Hill Richards Realty Co., Inc. Bateman, Eichler, Hill Richards Realty Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Corporate Officer/Principal	-
PartnerRe Asset Management Corp. PartnerRe Asset Management Corp. Investment ManagersFinance Profile Unavailable.	Corporate Officer/Principal	-

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Private companies	9
Howe & Rusling, Inc. Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis.	Finance
Bateman, Eichler, Hill Richards Realty Co., Inc. Bateman, Eichler, Hill Richards Realty Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Morgan Stanley Investment Management, Inc. Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management.	Finance
PartnerRe Asset Management Corp. PartnerRe Asset Management Corp. Investment ManagersFinance Profile Unavailable.	Finance
University of Florida University of Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Johnson Graduate School of Management Johnson Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
International Management Group (Overseas), Inc. International Management Group (Overseas), Inc. Movies/EntertainmentConsumer Services Operates as a sports marketing agency	Consumer Services
Wescott Financial Advisory Group LLC Wescott Financial Advisory Group LLC Investment ManagersFinance Wescott employs an open architecture, multi-manager (passive and active), tax-sensitive approach to manage various risk exposures in order to protect and grow their clients’ wealth. The firm combines time-tested, unique wealth management and investment philosophies with proprietary tools to help turn client’s financial complexity into personal clarity. They couple the active management of stock selection with a passive strategy approach, which allows them to control risk and enhance their ability to outperform benchmarks. Wescott diversifies their portfolios with regard to geography, asset class and style.	Finance
Horizons West Capital Partners LLC Horizons West Capital Partners LLC Investment ManagersFinance Provides investment advice	Finance