Steve Athanassie
Head-Equity Investments at ProVise Management Group LLC
Steve Athanassie active positions
| Companies | Position | Start | End |
|---|---|---|---|
ProVise Management Group LLC
 ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Head-Equity Investments | 01/01/2022 | - |
| Analyst-Equity | 01/02/2013 | 01/01/2021 | |
| Corporate Officer/Principal | 01/01/2021 | 01/01/2022 |
Career history of Steve Athanassie
Former positions of Steve Athanassie
| Companies | Position | Start | End |
|---|---|---|---|
Trademark Capital Management, Inc.
 Trademark Capital Management, Inc. Investment ManagersFinance Trademark Capital Management, Inc. (Trademark Capital) is an independent, SEC-registered investment advisor headquartered in Watkinsville, Florida. The firm was founded by Steve Athanassie and Don Beasley in 1995. Trademark Capital provides institutional advisory services to other investment professionals, retirement plans, private funds and collective investment funds. | Founder | 03/07/1995 | 01/02/2013 |
| Portfolio Manager-Equities | 03/07/1995 | 01/02/2013 | |
| Portfolio Manager-Fixed Income | 03/07/1995 | 01/02/2013 | |
| Sales & Marketing | 03/07/1995 | 01/02/2013 | |
FSC Securities Corp.
 FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Corporate Officer/Principal | 31/12/2004 | 31/12/2004 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | 01/11/1995 | 01/11/1995 |
Training of Steve Athanassie
| University of South Florida | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Corporate Officer/Principal | 3 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
FSC Securities Corp.
FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Finance |
| American Express Financial Advisors, Inc. | |
Trademark Capital Management, Inc.
Trademark Capital Management, Inc. Investment ManagersFinance Trademark Capital Management, Inc. (Trademark Capital) is an independent, SEC-registered investment advisor headquartered in Watkinsville, Florida. The firm was founded by Steve Athanassie and Don Beasley in 1995. Trademark Capital provides institutional advisory services to other investment professionals, retirement plans, private funds and collective investment funds. | Finance |
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