Career history of Richard Howard Stevens
Former positions of Richard Howard Stevens
| Companies | Position | Start | End |
|---|---|---|---|
DBK Financial Counsel LLC
 DBK Financial Counsel LLC Investment ManagersFinance DBK Financial Counsel LLC (DBK) is an independent registered investment advisor headquartered in Cuyahoga Falls, Ohio. The firm was founded by David B. Kearns in 2014. DBK provides investment advisory services to high-net-worth individuals concerning various securities. | Chief Investment Officer | 2014-03-31 | 2016-05-03 |
| Portfolio Manager-Equities | 2014-03-31 | 2016-05-03 | |
Willow Street Advisors LLC
 Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Chief Investment Officer | 2011-02-10 | 2013-12-31 |
| Founder | 2011-02-13 | 2013-12-31 | |
| Portfolio Manager-Equities | 2011-02-13 | 2013-12-31 | |
| Portfolio Manager-Fixed Income | 2011-02-13 | 2013-12-31 | |
| President | 2008-11-30 | 2013-12-31 | |
| Head of Private Banking | 2008-11-30 | 2013-12-31 |
Training of Richard Howard Stevens
| University of Pennsylvania | Undergraduate Degree |
| St. Joseph's University | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Chief Investment Officer | 2 |
| Portfolio Manager-Equities | 2 |
| Founder | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Willow Street Advisors LLC
Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Finance |
DBK Financial Counsel LLC
DBK Financial Counsel LLC Investment ManagersFinance DBK Financial Counsel LLC (DBK) is an independent registered investment advisor headquartered in Cuyahoga Falls, Ohio. The firm was founded by David B. Kearns in 2014. DBK provides investment advisory services to high-net-worth individuals concerning various securities. | Finance |
