Stephen J. DeAngelis
Geen lopende functies
Profiel
Mr. DeAngelis joined PFPC as part of the 2003 acquisition of ADVISORport Inc. Mr. DeAngelis was a founding partner of ADVISORport after spending almost 4 years with Delaware Investments, a national institutional and mutual fund investment firm as a Senior Vice President and Director of Sales & Marketing.
In three and a half years Mr. DeAngelis grew the sub-advisor business unit from one investment product, three distribution relationships and $30 million in assets to five investment products, 20 distribution relationships and $1 billion in assets.
He also managed the firm’s sales and marketing of mutual funds into the Registered Investment Adviser channel through platforms such as Schwab and Fidelity.
Prior to joining Delaware, Mr. DeAngelis worked for Brinker Capital, an independent investment consulting services provider.
He performed manager due diligence, developed and managed the performance reporting systems, developed and structured various LLC pooled investment structures and managed the servicing of the firm’s top relationships.
Previous to Brinker he joined Andersen Consulting as a Senior Consultant designing and developing system interfaces for a variety of businesses.
Mr. DeAngelis graduated summa cum laude from Villanova University with a BS/BA degree in Finance.
Mr. DeAngelis also attended Duke University’s Fuqua School of Business where he received an MBA in Finance.
He is a Certified Investment Management Analyst (CIMA) and serves on the Board of Directors for the Investment Management Consultants Association.
Eerdere bekende functies van Stephen J. DeAngelis
| Bedrijven | Functie | Einde |
|---|---|---|
PNC Managed Investments, Inc.
 PNC Managed Investments, Inc. Investment ManagersFinance Founded in 2000 by Stephen DeAngelis and Greg Horn, PNC Managed Investments, Inc., formerly Advisorport, Inc. is a registered investment advisor located in King of Prussia, Pennsylvania. They are a subsidiary of PFPC Worldwide, Inc. and their ultimate parent is PNC Financial Services Group, Inc. (NYSE: PNC), a diversified financial services company that provides consumer and business banking, specialized services for corporations and government entities, wealth management, asset management and global fund services. PNC Managed Investments provides solutions for asset managers and program sponsors in the management of UMAs, separately managed accounts and mutual fund wrap books. Their clients include broker/dealers, banks/trust companies, money managers, insurance companies and RIA/wealth management firms. The firm's products include a flexible and integrated managed investment platform, middle and back-office outsourcing, distribution and business development and mutual fund custody. The firm also provides various investment advisory and overlay services including acting as a program sponsor. | President | 01-07-2006 |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Corporate Officer/Principal | 31-12-2002 |
Accenture Ltd.
 Accenture Ltd. Miscellaneous Commercial ServicesCommercial Services Accenture Ltd. provides services to management consulting, technology services and outsourcing organizations. It provides management consulting, technology, systems integration and outsourcing services and solutions to the communications, electronics, high technology, media and entertainment industries. The company was founded in 1984 and is headquartered in Hamilton, Bermuda. | Corporate Officer/Principal | 01-01-1999 |
Brinker Capital, Inc.
 Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Corporate Officer/Principal | - |
Opleiding van Stephen J. DeAngelis
| Villanova University | Undergraduate Degree |
| Duke University | Masters Business Admin |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
PNC Managed Investments, Inc.
PNC Managed Investments, Inc. Investment ManagersFinance Founded in 2000 by Stephen DeAngelis and Greg Horn, PNC Managed Investments, Inc., formerly Advisorport, Inc. is a registered investment advisor located in King of Prussia, Pennsylvania. They are a subsidiary of PFPC Worldwide, Inc. and their ultimate parent is PNC Financial Services Group, Inc. (NYSE: PNC), a diversified financial services company that provides consumer and business banking, specialized services for corporations and government entities, wealth management, asset management and global fund services. PNC Managed Investments provides solutions for asset managers and program sponsors in the management of UMAs, separately managed accounts and mutual fund wrap books. Their clients include broker/dealers, banks/trust companies, money managers, insurance companies and RIA/wealth management firms. The firm's products include a flexible and integrated managed investment platform, middle and back-office outsourcing, distribution and business development and mutual fund custody. The firm also provides various investment advisory and overlay services including acting as a program sponsor. | Finance |
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
Brinker Capital, Inc.
Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
Accenture Ltd.
Accenture Ltd. Miscellaneous Commercial ServicesCommercial Services Accenture Ltd. provides services to management consulting, technology services and outsourcing organizations. It provides management consulting, technology, systems integration and outsourcing services and solutions to the communications, electronics, high technology, media and entertainment industries. The company was founded in 1984 and is headquartered in Hamilton, Bermuda. | Commercial Services |
