Profile
Stephen Charles Potts worked as a Financial Adviser at Boreal Capital Management LLC from 2013 to 2019.
He received his undergraduate degree from Connecticut College in 1995.
Former positions of Stephen Charles Potts
Companies | Position | End |
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Boreal Capital Management LLC
Boreal Capital Management LLC Investment ManagersFinance Boreal Capital Management LLC (Boreal) is a SEC-registered investment adviser headquartered in Miami, Florida. The firm was founded in 2009 as Mora Wealth Management LLC. They are a wholly owned subsidiary of Boreal Capital Holdings USA LLC, which is wholly owned by Mora Banc Grup SA in Andorra. Boreal offers discretionary management and investment advisory services to private clients and wealthy families. | Portfolio Manager-Equities | 2019-10-23 |
Training of Stephen Charles Potts
Connecticut College | Undergraduate Degree |
Experiences
Positions held
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Private companies
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1st degree connections
1st degree companies
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Linked companies
Private companies | 1 |
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Boreal Capital Management LLC
Boreal Capital Management LLC Investment ManagersFinance Boreal Capital Management LLC (Boreal) is a SEC-registered investment adviser headquartered in Miami, Florida. The firm was founded in 2009 as Mora Wealth Management LLC. They are a wholly owned subsidiary of Boreal Capital Holdings USA LLC, which is wholly owned by Mora Banc Grup SA in Andorra. Boreal offers discretionary management and investment advisory services to private clients and wealthy families. | Finance |
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