![Scott Christopher Stephens](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>)
Scott Christopher Stephens
Portfolio Manager-Equities at
Baker Avenue Asset Management LP
Profile
Mr. Scott C.
Stephens is a Wealth Advisor & Partner at Baker Avenue Asset Management LP.
His client relationships are primarily in Texas, Louisiana, Oklahoma, New Mexico and Colorado.
Before joining BakerAvenue, Mr. Stephens was employed by Fidelity Investments for over 12 years.
In his last role at Fidelity, he was Vice President for the Wealth Advisory Solutions program working with 40 different Registered Investment Advisor firms across Texas and Florida.
Prior to that, he was a Senior Investment Consultant in the Portfolio Advisory Services in both Boston and Dallas locations.
He holds a B.A. in Marketing from Assumption College and is a Certified Wealth Strategist.
Scott Christopher Stephens active positions
| Companies | Position | Start |
|---|---|---|
Baker Avenue Asset Management LP
 Baker Avenue Asset Management LP Investment ManagersFinance BakerAvenue is an active growth manager that employs a disciplined risk management process. The firm constructs and manages portfolios based on the overall risk and health of the market. They have the flexibility to invest across all styles, market-caps and sectors. The firm's strict buy-and-sell discipline also applies to individual stocks. They invest only in market-leading companies with strong fundamentals and equally strong numbers. | Portfolio Manager-Equities | 2008-12-31 |
Former positions of Scott Christopher Stephens
| Companies | Position | End |
|---|---|---|
FMR LLC
 FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Training of Scott Christopher Stephens
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
26
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Assumption College
 Assumption College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Finance |
Baker Avenue Asset Management LP
Baker Avenue Asset Management LP Investment ManagersFinance BakerAvenue is an active growth manager that employs a disciplined risk management process. The firm constructs and manages portfolios based on the overall risk and health of the market. They have the flexibility to invest across all styles, market-caps and sectors. The firm's strict buy-and-sell discipline also applies to individual stocks. They invest only in market-leading companies with strong fundamentals and equally strong numbers. | Finance |
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