Steve R. Pottle

Consumer Services

Finance

Profile

Mr. Steve R.
Pottle is Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. Prior to joining Merrill Lynch in April 2012, Mr. Pottle was employed as Founder & Managing Partner by Haywood Dorland Energy Capital LLC, Vice President by HSH Nordbank, Commerzbank and Deustche Bank Securities, Director-Business Planning by Sithe Energies, and Assistant Vice President by Mizuho Financial Group.
Mr. Pottle received his BSBA in Finance from the University of Massachusetts-Amherst and his MBA in Finance from Southern Methodist University-Cox School of Business.

Former positions of Steve R. Pottle

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	06/06/2013
Haywood Dorland Energy Capital LLC Haywood Dorland Energy Capital LLC Investment ManagersFinance Haywood Dorland Energy Capital LLC (HDEC) is a private equity firm founded in 2008. The firm is headquartered in New York.	Founder	01/03/2012

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Training of Steve R. Pottle

Southern Methodist University	Masters Business Admin
University of Massachusetts	Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Linked companies

Private companies	2
Haywood Dorland Energy Capital LLC Haywood Dorland Energy Capital LLC Investment ManagersFinance Haywood Dorland Energy Capital LLC (HDEC) is a private equity firm founded in 2008. The firm is headquartered in New York.	Finance
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