Career history of Steven Neeley
Former positions of Steven Neeley
| Companies | Position | Start | End |
|---|---|---|---|
TMD Wealth Management LLC
 TMD Wealth Management LLC Investment ManagersFinance TMD Wealth Management LLC (TMD) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm is a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TMD provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Chief Investment Officer | 01/10/2020 | 01/07/2022 |
| Investment Committee Member | 01/10/2020 | 01/07/2022 | |
One Charles Private Wealth Services LLC
 One Charles Private Wealth Services LLC Investment ManagersFinance One Charles Private Wealth Services LLC (One Charles) is a SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Paul Squarcia in 2015 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). One Charles provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Analyst-Equity | 01/07/2019 | 01/09/2020 |
| Chief Investment Officer | 01/07/2019 | 01/09/2020 | |
| Investment Committee Member | 01/07/2019 | 01/09/2020 | |
| Portfolio Manager-Equities | 01/07/2019 | 01/09/2020 | |
| Head of Private Banking | 01/07/2019 | 01/09/2020 | |
TMD & Associates, Inc.
 TMD & Associates, Inc. Investment ManagersFinance TMD & Associates, Inc. provides investment advice. The company is based in Scottsdale, AZ. The company was founded in 1994 by Todd McArthur Douma. TMD & Associates was acquired by One Charles Private Wealth LLC on July 01, 2019. | Analyst-Equity | 01/07/2010 | 01/06/2019 |
| Trading-Equity | 01/07/2010 | 01/06/2019 | |
| Investment Committee Member | 01/07/2010 | 01/06/2019 | |
| Portfolio Manager-Equities | 01/07/2010 | 01/06/2019 |
Training of Steven Neeley
| Thunderbird School of Global Management | Masters Business Admin |
| Indiana University | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Investment Committee Member | 3 |
| Analyst-Equity | 2 |
| Portfolio Manager-Equities | 2 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
TMD & Associates, Inc.
TMD & Associates, Inc. Investment ManagersFinance TMD & Associates, Inc. provides investment advice. The company is based in Scottsdale, AZ. The company was founded in 1994 by Todd McArthur Douma. TMD & Associates was acquired by One Charles Private Wealth LLC on July 01, 2019. | Finance |
One Charles Private Wealth Services LLC
One Charles Private Wealth Services LLC Investment ManagersFinance One Charles Private Wealth Services LLC (One Charles) is a SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Paul Squarcia in 2015 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). One Charles provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Finance |
TMD Wealth Management LLC
TMD Wealth Management LLC Investment ManagersFinance TMD Wealth Management LLC (TMD) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm is a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TMD provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Finance |
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