Jeff B. Stallings
Profile
Mr. Jeff B.
Stallings, CPA CFP, is an Equity Analyst at Baldwin Investment Management LLC.
He joined the firm in July 1999.
He has over 16 years of experience in the financial services and accounting industry.
Mr. Stallings holds a B.S.
in Business Administration/Accounting from Millersville University and is a member of the Pennsylvania Institute of Certified Public Accountants.
Former positions of Jeff B. Stallings
| Companies | Position | End |
|---|---|---|
Simon Lever LLC
 Simon Lever LLC Miscellaneous Commercial ServicesCommercial Services Simon Lever LLC provides public accountants and business advisory services. It offers accounting and auditing, tax compliance and tax consulting, business valuation, employee benefits, payroll services, quickbooks, sales tax, estate planning, succession planning, and business consulting. The company was founded by Simon Lever and Johanna Lever in January 1951 and is headquartered in Lancaster, PA. | Corporate Officer/Principal | 30/06/1998 |
The Bryn Mawr Trust Co.
 The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Corporate Officer/Principal | - |
Baldwin Investment Management LLC
 Baldwin Investment Management LLC Investment ManagersFinance Baldwin Investment Management LLC (Baldwin) is a SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Peter Havens in 1999 and is wholly owned by Baldwin Management LLC. Baldwin provides investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans. | Analyst-Equity | - |
Training of Jeff B. Stallings
| Millersville University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Baldwin Investment Management LLC
Baldwin Investment Management LLC Investment ManagersFinance Baldwin Investment Management LLC (Baldwin) is a SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Peter Havens in 1999 and is wholly owned by Baldwin Management LLC. Baldwin provides investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans. | Finance |
The Bryn Mawr Trust Co.
The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Finance |
Simon Lever LLC
Simon Lever LLC Miscellaneous Commercial ServicesCommercial Services Simon Lever LLC provides public accountants and business advisory services. It offers accounting and auditing, tax compliance and tax consulting, business valuation, employee benefits, payroll services, quickbooks, sales tax, estate planning, succession planning, and business consulting. The company was founded by Simon Lever and Johanna Lever in January 1951 and is headquartered in Lancaster, PA. | Commercial Services |
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