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Steve Thacker
Portfolio Manager-Equities at Verdence Capital Advisors LLC
Profile
Mr. Stephen Thacker is a Managing Director & Partner at Verdence Capital Advisors LLC.
He has the credentials to provide valuable counsel on investment policy, asset allocation, investment manager due diligence and portfolio management.
Prior to working for Verdence, he founded Chesapeake Wealth Management, an independent investment-consulting firm and had worked as a Senior Institutional Consultant for Smith Barney for over 16 years.
Mr. Thacker received his Bachelor's degree in Civil Engineering from Virginia Military Institute.
Steve Thacker active positions
Companies | Position | Start |
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Verdence Capital Advisors LLC
![]() Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Portfolio Manager-Equities | 01/07/2017 |
Training of Steve Thacker
Virginia Military Institute | Undergraduate Degree |
Experiences
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Connections
1st degree connections
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Female
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Linked companies
Private companies | 1 |
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Verdence Capital Advisors LLC
![]() Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Finance |
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