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Dan Stepp
Algemeen Directeur bij
Central States Capital Markets LLC
Profiel
Mr. Dan D.
Stepp is Founder & Chief Executive Officer at Central States Capital Markets LLC.
Prior to founding Central States Capital Markets in January 2011, Mr. Stepp was employed as Senior Vice President by M&I Investment Management Corp., Founder by Midwest Capital Management, Inc. and President by DeWaay Financial Network.
He also served for JPMorgan & Co., Inc., Gold Capital Management and Commerce Bank.
Mr. Stepp received his BS in Business degree from the University of Kansas.
He is also a graduate of Public Finance Institute of the University of Michigan.
Actieve functies van Dan Stepp
| Bedrijven | Functie | Begin |
|---|---|---|
Central States Capital Markets LLC
 Central States Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Algemeen Directeur | 01-01-2011 |
Eerdere bekende functies van Dan Stepp
| Bedrijven | Functie | Einde |
|---|---|---|
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Portfolio Manager-Fixed Income | 01-04-2008 |
Gold Capital Management, Inc.
 Gold Capital Management, Inc. Investment ManagersFinance GCM is a multi-cap GARP manager. Fixed-income investments are made in high quality, short-term debt instruments. | President | - |
Midwest Capital Management, Inc.
 Midwest Capital Management, Inc. Investment ManagersFinance Provides asset management services | Oprichter | 01-01-1998 |
J.P. Morgan & Co., Inc. (Old)
 J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Corporate Officer/Principal | 01-01-1996 |
Kansas Bankers Association
 Kansas Bankers Association Miscellaneous Commercial ServicesCommercial Services Business association | Corporate Officer/Principal | - |
Opleiding van Dan Stepp
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
94
Eerstegraads connecties
9
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 9 |
|---|---|
Commerce Bank, NA (Wichita, Kansas)
 Commerce Bank, NA (Wichita, Kansas) Investment ManagersFinance Commerce Bank monitors broad economic and financial market conditions to evaluate the relative risks and rewards between stocks and bonds. Based upon their analysis, the investment policy committee recommends an appropriate mix of stocks and bonds for each client investment objective. The equity and fixed-income strategy committees analyze a range of stock and bond investments. Portfolio and fund Managers use this analysis to construct diversified stock and bond portfolios designed to meet each client's needs and objectives. | Finance |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Finance |
Gold Capital Management, Inc.
Gold Capital Management, Inc. Investment ManagersFinance GCM is a multi-cap GARP manager. Fixed-income investments are made in high quality, short-term debt instruments. | Finance |
Midwest Capital Management, Inc.
Midwest Capital Management, Inc. Investment ManagersFinance Provides asset management services | Finance |
J.P. Morgan & Co., Inc. (Old)
J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Finance |
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kansas Bankers Association
Kansas Bankers Association Miscellaneous Commercial ServicesCommercial Services Business association | Commercial Services |
Central States Capital Markets LLC
Central States Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
