Stefan Kip Astheimer has been a Vice President, Strategy and Research at Howe & Rusling, Inc. since 2017. Moreover, Stefan Kip Astheimer has professional experience at more than four companies in the related field. Stefan has a total work experience of nine+ years. Stefan Kip Astheimer studied at the Yale University from 2003 to 2008. Now this expert lives in Honeoye Falls, New York region. You can find this expert's current contacts with SoftwareOfficial search.
Name variants:
Stephen Astheimer
Last updated Jun 17, 2024
Contact Information
Last Update
Jul 13, 2022
Email
on**@gmail.com
Location
Honeoye Falls, NY
Company
Workplace
Vice President, Strategy and Research
Rochester, NY
Industry
Investment Management, Investment Advisory Service, Investment Advice
Colleagues
Work History
Vice President, Strategy and Research
120 East Ave, Rochester, NY 14604
Following the firm's 2018 strategic plan, I have been given the mandate to build Howe & Rusling into a national firm with $3 billion in AUM. Executing this transformation is my primary focus...
from Mar 2017
Vice President, Strategy
120 East Ave, Rochester, NY 14604
After two years, I was promoted to Vice President, Strategy—the youngest VP in the firm's history. This added full-charge accountability for firm performance with full P&L . Assets under man...
Dec 2012 — Feb 2017
Strategist
120 East Ave, Rochester, NY 14604
After two years, I was promoted to Strategist with the additional responsibilities of new business development and marketing support firm-wide.
Dec 2010 — Dec 2012
Analyst
120 East Ave, Rochester, NY 14604
During my time at Yale, I was hired as an intern working on bond trading. Upon graduation, I was retained and promoted to Analyst responsible for supporting portfolio managers in investment ...
May 2008 — Dec 2010
Education
2003 — 2008
Occupations
Executive
Vice President
Advisor
Chief Executive
Skills
Financial Modeling
Portfolio Management
Management Consulting
Investments
Asset Allocation
Alternative Investments
Investment Management
Family Office
High Net Worth Individuals
Equity Research
Sales Management
Institutional Sales
Marketing Management
Venture Capital
Real Estate
Private Equity
Strategy
Business Development
Hedge Funds
Mezzanine
Investment Banking
New Business Strategy
Strategic Marketing
Tactical Marketing
Turnaround Leadership
Financial Oversight
Client Services
Equities
Strategic Planning
Business Strategy
Asset Management