![Steve Cassaday](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steve Cassaday
Algemeen Directeur bij
Cassaday & Co. Wealth Management LLC
Profiel
Mr. Stephan Q.
Cassaday is a Chairman & Chief Executive Officer at Cassaday & Co. Wealth Management LLC.
In 1993, after 16 years holding senior and management positions with several major New York Stock Exchange member firms, he abandoned the traditional Wall Street brokerage model and founded the Cassaday & Co., Inc. Mr. Cassaday was previously employed as Senior Vice President & Assistant Branch Manager by Prudential Securities, First Vice President & Assistant Branch Manager by PaineWebber, Inc., Vice President by E.F.
Hutton & Co., Inc., and Associate Vice President by Johnston, Lemon & Co., Inc. He has served terms as past President and Chairman of the Financial Planning Association of the National Capital Area.
He received his undergraduate degree from Radford University in July 1976.
He is a Certified Financial Planner professional and Certified Funds Specialist.
Actieve functies van Steve Cassaday
| Bedrijven | Functie | Begin |
|---|---|---|
Cassaday & Co. Wealth Management LLC
 Cassaday & Co. Wealth Management LLC Investment ManagersFinance Provides investment advice | Algemeen Directeur | 01-01-2022 |
Eerdere bekende functies van Steve Cassaday
| Bedrijven | Functie | Einde |
|---|---|---|
Cassaday & Co., Inc.
 Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process. | Algemeen Directeur | 01-12-2021 |
Prudential Securities
 Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 30-09-1993 |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | 30-09-1988 |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Corporate Officer/Principal | 30-03-1984 |
Johnston, Lemon & Co., Inc.
 Johnston, Lemon & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | 28-02-1980 |
Opleiding van Steve Cassaday
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
76
Eerstegraads connecties
7
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 7 |
|---|---|
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Johnston, Lemon & Co., Inc.
Johnston, Lemon & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process. | Finance |
Radford University
 Radford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Finance |
Cassaday & Co. Wealth Management LLC
Cassaday & Co. Wealth Management LLC Investment ManagersFinance Provides investment advice | Finance |
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