Stephen James McNaughton
Chief Executive Officer at Rede Wealth LLC
Profile
Stephen James McNaughton is the founder and CEO of Rede Wealth LLC, which was founded in 2015.
He was also a First Vice President of Investments at Stifel, Nicolaus & Co., Inc. from 2009 to 2015 and a Vice President at UBS Wealth Management North American Property Fund Ltd.
from 2001 to 2009.
McNaughton received his undergraduate degree from the University of Virginia in 2001.
Stephen James McNaughton active positions
| Companies | Position | Start |
|---|---|---|
Rede Wealth LLC
 Rede Wealth LLC Investment ManagersFinance Rede Wealth LLC is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. The firm was founded by Stephen McNaughton in 2015. They offer a variety of advisory services, which include financial planning, investment management and wealth management services to individuals, trusts, estates, charitable organizations, corporations and business entities. | Chief Executive Officer | 01/01/2015 |
Former positions of Stephen James McNaughton
| Companies | Position | End |
|---|---|---|
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Corporate Officer/Principal | 01/01/2015 |
UBS Wealth Management North American Property Fund Ltd.
 UBS Wealth Management North American Property Fund Ltd. Financial ConglomeratesFinance Part of UBS Group AG, UBS Wealth Management North American Property Fund Ltd. provides investment services. | Corporate Officer/Principal | 01/11/2009 |
Training of Stephen James McNaughton
| University of Virginia | Undergraduate Degree |
Experiences
Positions held
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Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 3 |
|---|---|
Rede Wealth LLC
Rede Wealth LLC Investment ManagersFinance Rede Wealth LLC is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. The firm was founded by Stephen McNaughton in 2015. They offer a variety of advisory services, which include financial planning, investment management and wealth management services to individuals, trusts, estates, charitable organizations, corporations and business entities. | Finance |
UBS Wealth Management North American Property Fund Ltd.
UBS Wealth Management North American Property Fund Ltd. Financial ConglomeratesFinance Part of UBS Group AG, UBS Wealth Management North American Property Fund Ltd. provides investment services. | Finance |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Finance |
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