Profile
Stacey Lee Velez worked as a Principal at Charles Schwab & Co., Inc. from 2000 to 2007, and as a Principal at Advanced Equities, Inc. in 2008.
From 2009 to 2017, Velez worked as an Investment Advisor at Geneva Advisors LLC.
Velez received an undergraduate degree from The University of Chicago in 1999.
Former positions of Stacey Lee Velez
| Companies | Position | End |
|---|---|---|
Advanced Equities, Inc.
 Advanced Equities, Inc. Investment ManagersFinance Founded in 1999, Advanced Equities, Inc. is a venture capital/private equity firm located in Chicago with additional offices in New York City and San Francisco. The firm is a subsidiary of Advanced Equities Financial Corp. | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Geneva Advisors LLC
 Geneva Advisors LLC Investment ManagersFinance Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^ | Portfolio Manager-Equities | - |
Training of Stacey Lee Velez
| The University of Chicago | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Advanced Equities, Inc.
Advanced Equities, Inc. Investment ManagersFinance Founded in 1999, Advanced Equities, Inc. is a venture capital/private equity firm located in Chicago with additional offices in New York City and San Francisco. The firm is a subsidiary of Advanced Equities Financial Corp. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Geneva Advisors LLC
Geneva Advisors LLC Investment ManagersFinance Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^ | Finance |
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