Profiel
Mr. Stephen B.
Wells is a Managing Director & Chief Compliance Officer at Solaris Asset Management LLC.
He co-founded The Solaris Group, LLC in 2003.
He has over 48 years’ experience in the law, investments, mutual funds and charitable endeavors.
Prior to Solaris, Mr. Wells was the President of Neuberger Berman Trust Companies.
Before joining Neuberger, he served as a Managing Director and member of the Management Committee of OFFITBANK, a New York chartered trust bank.
Previously, he was employed by Goldman Sachs, Morgan Stanley, and Gabelli asset management divisions where he ran wealth management related business units and was General Counsel.
He was the President and/or Director of a variety of domestic and international mutual funds and fund complexes, including the Institutional Liquid Assets(Goldman Sachs), Centerland (Centerre Trust) and Benchmark(Northern Trust) fund groups, the Malaysia, Thai Funds (US & UK), and Turkey country funds (Morgan Stanley).
He also served as Fiduciary Trust and Investment Counsel for a major New York money center bank.
He began his career at Davidson, Dawson & Clark and Cadwalader, Wickersham & Taft.
Mr. Wells graduated from Phillips Academy Andover, has a BA from Princeton University and a law degree from New York University.
Eerdere bekende functies van Steve Wells
| Bedrijven | Functie | Einde |
|---|---|---|
Solaris Asset Management LLC
 Solaris Asset Management LLC Investment ManagersFinance Solaris Asset Management LLC (SAM) is a wealth management firm headquartered in New York City. The firm was founded in 2004 by Ralph Sinsheimer, Albert Bellas and Stephen Wells. They are a wholly-owned subsidiary of the Solaris Group LLC, which is owned by Klingenstein, Fields & Co., LLP. SAM provides services to US and global institutional and private clients. | Oprichter | 01-06-2019 |
The Solaris Group LLC
 The Solaris Group LLC Investment ManagersFinance The Solaris Group LLC provides investment advisory services. The firm operates as a specialized investment and wealth consulting firm for families and not-for-profit institutions. The company was founded by Ralph David Sinsheimer, Albert Constantine Bellas and Stephen Brent Wells in 2003 and is headquartered in New York, NY. | Oprichter | - |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Algemeen Adviseur | - |
| MORGAN STANLEY | Algemeen Adviseur | - |
OFFIT Investment Group
 OFFIT Investment Group Major BanksFinance OFFITBANK is a New York State chartered trust bank. Originally founded by Morris W. Offit in 1983 as Offit Associates, the firm converted to a trust bank in 1990. In September 1999, they became the flagship wealth management subsidiary of Wachovia Corporation (NYSE: WB). OFFITBANK and their affiliates manage assets in the high grade, high yield, municipal, equity/balanced and emerging markets sectors. Individuals and non-profit institutions account for the majority of these assets. Core equity management is provided by Wachovia | Corporate Officer/Principal | - |
Opleiding van Steve Wells
| New York University | Graduate Degree |
| Princeton University | Undergraduate Degree |
| New York University School of Law | Graduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Bedrijven in privébezit | 5 |
|---|---|
LB Hercules Holdings LLC
 LB Hercules Holdings LLC Investment ManagersFinance LB Hercules Holdings LLC provides investment management and broker dealer services. It offers tax and financial planning, fiduciary services, financial advocacy and trust services to individuals, pension and profit sharing plans, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations and state government entities. The company manages separate client focused equity, fixed income, balanced portfolios, no-load equity, fixed income mutual funds, closed-ended municipal bond funds, real estate funds and hybrid funds. Neuberger Berman Holdings was founded by Roy R. Neuberger, Robert Berman and Howard Lipman in 1939 and is headquartered in New York, NY. | Finance |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Finance |
OFFIT Investment Group
OFFIT Investment Group Major BanksFinance OFFITBANK is a New York State chartered trust bank. Originally founded by Morris W. Offit in 1983 as Offit Associates, the firm converted to a trust bank in 1990. In September 1999, they became the flagship wealth management subsidiary of Wachovia Corporation (NYSE: WB). OFFITBANK and their affiliates manage assets in the high grade, high yield, municipal, equity/balanced and emerging markets sectors. Individuals and non-profit institutions account for the majority of these assets. Core equity management is provided by Wachovia | Finance |
Solaris Asset Management LLC
Solaris Asset Management LLC Investment ManagersFinance Solaris Asset Management LLC (SAM) is a wealth management firm headquartered in New York City. The firm was founded in 2004 by Ralph Sinsheimer, Albert Bellas and Stephen Wells. They are a wholly-owned subsidiary of the Solaris Group LLC, which is owned by Klingenstein, Fields & Co., LLP. SAM provides services to US and global institutional and private clients. | Finance |
The Solaris Group LLC
The Solaris Group LLC Investment ManagersFinance The Solaris Group LLC provides investment advisory services. The firm operates as a specialized investment and wealth consulting firm for families and not-for-profit institutions. The company was founded by Ralph David Sinsheimer, Albert Constantine Bellas and Stephen Brent Wells in 2003 and is headquartered in New York, NY. | Finance |
