Profile
Mr. Stephen R.
Cordill is Vice President-Private Banking & Investments at Merrill Lynch, Pierce, Fenner & Smith, Inc.
Prior to joining Merrill Lynch in August 2011, Mr. Cordill was employed as President by SMH Capital, Inc., and a Managing Director by Oppenheimer & Co., Inc. Prior to Oppenheimer, he headed the Special Products and Institutional Sales Group at Alliance Capital, was Director of Financial Services at Prudential Bache Securities, and launched the Financial Planning department at Touche Ross & Co.
Mr. Cordill received his BS in Accounting & Business Administration from Indiana University-Kelley School of Business, a JD from the University of Notre Dame Law School, and a LLM in Taxation from DePaul University-College of Law.
He also holds the professional designations of Certified Public Accountant, and Certified Investment Management Analyst.
Former positions of Stephen R. Cordill
| Companies | Position | End |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Portfolio Manager-Equities | 01/08/2013 |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | 31/12/2005 |
| Touche Ross & Co. | Corporate Officer/Principal | - |
| Prudential Bache Securities, Inc. | Corporate Officer/Principal | - |
Alliance Capital Group, Inc.
 Alliance Capital Group, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Avalon Capital Holdings Corp., Alliance Capital Group, Inc. purchases and collects delinquent credit card debt. The company is based in Dallas, TX. Alliance Capital Group was acquired by TRAC Financial Group, Inc. on July 31, 2003 for $0.08 million. | Corporate Officer/Principal | - |
Training of Stephen R. Cordill
| Indiana University | Undergraduate Degree |
| University of Notre Dame | Graduate Degree |
| DePaul University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Sanders Morris Harris LLC (Investment Management)
 Sanders Morris Harris LLC (Investment Management) Investment ManagersFinance Sanders Morris Harris LLC (Investment Management) (SMH-IM) is the investment management division of Sanders Morris Harris LLC, a registered broker/dealer firm headquartered in Houston, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tectonic Financial, Inc. (NASDAQ: TECTP). SMH-IM provides advisory services to individuals, pooled investments, plan sponsors, trusts, estates, corporations, institutions, and other businesses. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
Alliance Capital Group, Inc.
Alliance Capital Group, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Avalon Capital Holdings Corp., Alliance Capital Group, Inc. purchases and collects delinquent credit card debt. The company is based in Dallas, TX. Alliance Capital Group was acquired by TRAC Financial Group, Inc. on July 31, 2003 for $0.08 million. | Commercial Services |
| Prudential Bache Securities, Inc. | Finance |
| Touche Ross & Co. | Commercial Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
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