Profile
Stephen Loring Harts worked as a Principal at Harold C.
Brown & Co. LLC from 1989 to 2010, and as a Principal at Donaldson, Lufkin & Jenrette Securities Corp.
from 1981 to 1988.
He also worked as an Operations Officer at Pershing & Co. in 1989.
Later, he worked as a Portfolio Manager, Investment & Financial Advisor at Winthrop Financial, Inc. from 2012 to 2017.
Mr. Harts received his undergraduate degree from State University of New York College at Brockport in 1982.
Former positions of Steve Harts
| Companies | Position | End |
|---|---|---|
Winthrop Financial, Inc.
 Winthrop Financial, Inc. Investment ManagersFinance Winthrop Financial, Inc. is an investment advisor headquartered in Buffalo, New York and was founded in 2011. Winthrop provides investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Portfolio Manager-Equities | 2017-03-31 |
Harold C. Brown & Co. LLC
 Harold C. Brown & Co. LLC Investment ManagersFinance Founded in 1932 by Harold C. Brown, Harold C. Brown & Co. LLC is a registered investment advisor located in Buffalo, New York. Their clients include high net-worth individuals, trust funds, estates, retirement and pension plans, corporations, charitable and religious organizations, hospitals and educational institutions. | Trading-Equity | 2010-10-11 |
| Pershing & Co. | Corporate Officer/Principal | 1988-12-31 |
| Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | 1988-12-30 |
Training of Steve Harts
| State University of New York College at Brockport | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Harold C. Brown & Co. LLC
Harold C. Brown & Co. LLC Investment ManagersFinance Founded in 1932 by Harold C. Brown, Harold C. Brown & Co. LLC is a registered investment advisor located in Buffalo, New York. Their clients include high net-worth individuals, trust funds, estates, retirement and pension plans, corporations, charitable and religious organizations, hospitals and educational institutions. | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
Winthrop Financial, Inc.
Winthrop Financial, Inc. Investment ManagersFinance Winthrop Financial, Inc. is an investment advisor headquartered in Buffalo, New York and was founded in 2011. Winthrop provides investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
| Pershing & Co. | Finance |
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