Steve Block
Portefeuillebeheerder-Aandelen bij Phocas Financial Corp.
Profiel
Mr. Stephen L.
Block, CFA MBA, is a Portfolio Manager at Phocas Financial Corp.
From 1996 to 2005, Mr. Block was an institutional portfolio manager at Bay Isle where he managed institutional equity portfolios for Bay Isle, Berger LLC, and Janus Capital Group.
Prior to joining Bay Isle, Mr. Block served as Senior Financial Analyst for two years in M&T Bank’s corporate finance department.
He also spent three years as an employee benefit plan Actuarial Consultant for Howard Johnson & Company.
Mr. Block received his M.B.A.
from the University of Michigan’s Ross School of Business in accounting and finance.
He received his B.A.
in Quantitative Economic Decision Science from University of California, San Diego.
Mr. Block also holds the Chartered Financial Analyst designation, and is a member of the Security Analysts of San Francisco.
Actieve functies van Steve Block
| Bedrijven | Functie | Begin |
|---|---|---|
Phocas Financial Corp.
 Phocas Financial Corp. Investment ManagersFinance Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. | Portefeuillebeheerder-Aandelen | 01-03-2006 |
Eerdere bekende functies van Steve Block
| Bedrijven | Functie | Einde |
|---|---|---|
Bay Isle Financial Corp.
 Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Analyst-Equity | 30-06-2005 |
Howard Johnson & Co.
 Howard Johnson & Co. Miscellaneous Commercial ServicesCommercial Services Part of Bank of America Corp., Howard Johnson & Co. provides accounting services. The company is based in New York, NY. Howard Johnson was acquired by Merrill Lynch & Co., Inc. /Old/ on September 09, 1998 for $92 million. | Corporate Officer/Principal | - |
Manufacturers & Traders Trust Co.
 Manufacturers & Traders Trust Co. Regional BanksFinance Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
Opleiding van Steve Block
| University of Michigan | Masters Business Admin |
| University of California San Diego | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Finance |
Phocas Financial Corp.
Phocas Financial Corp. Investment ManagersFinance Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. | Finance |
Manufacturers & Traders Trust Co.
Manufacturers & Traders Trust Co. Regional BanksFinance Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY. | Finance |
Howard Johnson & Co.
Howard Johnson & Co. Miscellaneous Commercial ServicesCommercial Services Part of Bank of America Corp., Howard Johnson & Co. provides accounting services. The company is based in New York, NY. Howard Johnson was acquired by Merrill Lynch & Co., Inc. /Old/ on September 09, 1998 for $92 million. | Commercial Services |
