Daniel G. Stephen
Portfolio Manager-Equities at M4 Capital LLC
Profile
Daniel G.
Stephen is currently the Vice President of Investments at M4 Capital LLC since 2013.
Prior to this, he worked as a Principal at A.G.
Edwards & Sons, Inc. in 2007 and as a Research Associate at Stifel, Nicolaus & Co., Inc. from 2007 to 2013.
He obtained an MBA from Washington University in St. Louis in 2006 and an undergraduate degree from Indiana University in 2002.
Daniel G. Stephen active positions
| Companies | Position | Start |
|---|---|---|
M4 Capital LLC
 M4 Capital LLC Investment ManagersFinance M4 Capital LLC provides investment advice. The private company is based in Naples, FL. The CEO of the company is Bruce Stephen Sherman. | Portfolio Manager-Equities | 2013-01-31 |
Former positions of Daniel G. Stephen
| Companies | Position | End |
|---|---|---|
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Analyst-Equity | 2013-01-30 |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | 2007-11-29 |
Training of Daniel G. Stephen
| Washington University in St. Louis | Masters Business Admin |
| Indiana University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Finance |
M4 Capital LLC
M4 Capital LLC Investment ManagersFinance M4 Capital LLC provides investment advice. The private company is based in Naples, FL. The CEO of the company is Bruce Stephen Sherman. | Finance |
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