Profile
Stephen James McNaughton is the founder of Rede Wealth LLC, serving as Chief Executive Officer since 2015.
Former positions include First Vice President of Investments at Stifel, Nicolaus & Co., Inc. from 2009 to 2015 and Vice President at UBS Wealth Management North American Property Fund Ltd. from 2001 to 2009.
Education includes an undergraduate degree from the University of Virginia, conferred in 2001.
Stephen James McNaughton active positions
| Companies | Position | Start |
|---|---|---|
Rede Wealth LLC
Rede Wealth LLC Investment ManagersFinance Rede Wealth utilizes a combination of fundamental, technical and cyclical analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The firm primarily allocates client assets among various mutual funds, ETFs and Independent Managers. On a limited basis, they may also utilize stocks, bonds, options, REITs and MLPs. | 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 Provides brokerage services | Corporate Officer/Principal | 01/01/2015 |
UBS Wealth Management North American Property Fund Ltd.
UBS Wealth Management North American Property Fund Ltd. Financial ConglomeratesFinance Provides investment services | Corporate Officer/Principal | 01/11/2009 |
Training of Stephen James McNaughton
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
University of Virginia
University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
UBS Wealth Management North American Property Fund Ltd.
UBS Wealth Management North American Property Fund Ltd. Financial ConglomeratesFinance Provides investment services | Finance |
Rede Wealth LLC
Rede Wealth LLC Investment ManagersFinance Rede Wealth utilizes a combination of fundamental, technical and cyclical analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The firm primarily allocates client assets among various mutual funds, ETFs and Independent Managers. On a limited basis, they may also utilize stocks, bonds, options, REITs and MLPs. | Finance |
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