Steven Willard Sims
Trading-Fixed Income at Sun Life Capital Management (US) LLC
Steven Willard Sims active positions
Companies | Position | Start | End |
---|---|---|---|
Sun Life Capital Management (US) LLC
Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Trading-Fixed Income | 30/12/2019 | - |
Career history of Steven Willard Sims
Former positions of Steven Willard Sims
Companies | Position | Start | End |
---|---|---|---|
Prime Advisors, Inc.
Prime Advisors, Inc. Investment ManagersFinance Founded in 1988 by Duane Castles, Prime Advisors, Inc. is a registered investment advisor located in Redmond, Washington. The firm is a subsidiary of Sun Life Financial (US) Investments LLC and their ultimate parent Sun Life Financial, Inc. (NYSE: SLF). Prime Advisors generally provides portfolio management services to insurance companies, high net-worth family offices, foundations, and trusts. | Portfolio Manager-Fixed Income | 31/12/2005 | 30/12/2019 |
Market Strategist | 31/12/2005 | 30/12/2019 | |
Seattle-Northwest Securities Corp.
Seattle-Northwest Securities Corp. Investment Banks/BrokersFinance Seattle-Northwest Securities Corp. is based in Seattle, WA. Part of Piper Sandler Cos., Seattle-Northwest Securities Corp. is a company that provides investment banking and asset management services. Seattle-Northwest Securities was acquired by Piper Jaffray Cos. on July 12, 2013 for $21 million. | Corporate Officer/Principal | 30/12/2005 | 30/12/2005 |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Corporate Officer/Principal | - | - |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Corporate Officer/Principal | - | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - | - |
Training of Steven Willard Sims
Seattle University | Masters Business Admin |
University of Washington | Undergraduate Degree |
Statistics
International
United States | 9 |
Operational
Corporate Officer/Principal | 4 |
Portfolio Manager-Fixed Income | 1 |
Market Strategist | 1 |
Sectoral
Finance | 7 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
Prime Advisors, Inc.
Prime Advisors, Inc. Investment ManagersFinance Founded in 1988 by Duane Castles, Prime Advisors, Inc. is a registered investment advisor located in Redmond, Washington. The firm is a subsidiary of Sun Life Financial (US) Investments LLC and their ultimate parent Sun Life Financial, Inc. (NYSE: SLF). Prime Advisors generally provides portfolio management services to insurance companies, high net-worth family offices, foundations, and trusts. | Finance |
Seattle-Northwest Securities Corp.
Seattle-Northwest Securities Corp. Investment Banks/BrokersFinance Seattle-Northwest Securities Corp. is based in Seattle, WA. Part of Piper Sandler Cos., Seattle-Northwest Securities Corp. is a company that provides investment banking and asset management services. Seattle-Northwest Securities was acquired by Piper Jaffray Cos. on July 12, 2013 for $21 million. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Finance |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Finance |
Sun Life Capital Management (US) LLC
Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Finance |
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