Profile
Mr. Stephen D.
Poulos is a Portfolio Manager & Partner at HeadInvest LLC.
He has over 25 years of investment management experience.
He has held positions as a Stock Analyst, Chief of Trust Investments at Maine National Bank, and Portfolio Manager with several investment advisory firms in Baltimore and Portland.
Mr. Poulos holds a Bachelor of Arts degree from Johns Hopkins and an MBA from Loyola College.
He earned his Certified Public Accountant designation and is a member of the Maine Society of CPAs.
Steve Poulos active positions
| Companies | Position | Start |
|---|---|---|
HeadInvest LLC
 HeadInvest LLC Investment ManagersFinance HeadInvest LLC is a registered investment advisor headquartered in Portland, Maine. The firm was founded by Donald L. Head in 1989 as Head & Associates LLC. They manage securities portfolios for individuals, trusts, endowments, foundations, corporations, and retirement plans. | Portfolio Manager-Equities | 01/01/2010 |
Training of Steve Poulos
| The Johns Hopkins University | Undergraduate Degree |
| Loyola University Maryland, Inc. | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
HeadInvest LLC
HeadInvest LLC Investment ManagersFinance HeadInvest LLC is a registered investment advisor headquartered in Portland, Maine. The firm was founded by Donald L. Head in 1989 as Head & Associates LLC. They manage securities portfolios for individuals, trusts, endowments, foundations, corporations, and retirement plans. | Finance |
- Stock Market
- Insiders
- Steve Poulos
