Steve Economopoulos
Algemeen Directeur bij Econ Financial Services Corp.
Profiel
Mr. Steven R.
Economopoulos is a Chief Investment Strategist & Managing Partner at Econ Financial Services Corp.
He serves as Managing Principal of Econ Wealth Management.
He is also the Chief Investment Strategist, head of the Investment Management team and lead manager for all portfolio strategies.
As the Chief Investment Strategist, he uses his years of experience as a Chartered Market Technician (CMT) and over 20 years in the financial industry to lead the firm’s research using a top-down/ bottom-up approach to determine the Macro, Asset, and Portfolio Strategy for the asset management team.
This approach is instrumental in helping the Financial Planning team manage financial plans through active portfolio management.
As the lead manager for all portfolios, he uses technical analysis to analyze current holdings and find opportunities in equities to use in the firm’s models.
This analysis also directs the tactical overlay holdings.
He focuses efforts on determining stocks with an appropriate risk to reward ratio that qualify as swing or position trades for the various portfolios.
He provides chart analysis and technical studies in support of all purchase and sell decisions.
As Managing Principal, he oversees all the firm’s departments and operations.
Mr. Economopoulos was previously employed as a Principal by Wachovia Securities Financial Network LLC and a principal by Wachovia Securities Financial Network LLC.
He received his undergraduate degree from Shippensburg University of Pennsylvania.
Actieve functies van Steve Economopoulos
| Bedrijven | Functie | Begin |
|---|---|---|
Econ Financial Services Corp.
 Econ Financial Services Corp. Investment ManagersFinance Econ Financial Services Corp. provides investment advice. The private company is based in Harrisburg, PA. The company was founded in 2015. Steven Richard Economopoulos has been the CEO of the company since 2015. | Algemeen Directeur | 01-10-2015 |
Eerdere bekende functies van Steve Economopoulos
| Bedrijven | Functie | Einde |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | 01-10-2015 |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | 01-05-2009 |
Opleiding van Steve Economopoulos
| Shippensburg University of Pennsylvania | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |
Econ Financial Services Corp.
Econ Financial Services Corp. Investment ManagersFinance Econ Financial Services Corp. provides investment advice. The private company is based in Harrisburg, PA. The company was founded in 2015. Steven Richard Economopoulos has been the CEO of the company since 2015. | Finance |
