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Profile
Mr. Stephen D.
Cummings, Jr., is Personal Investment Advisor at Orion Capital Management, Inc. Prior to joining Orion Capital in 2007, he began his investment career in 1991 on the Continental-American Trading Company's trading desk at the International Petroleum Exchange in London.
From 1992, he was a member and market maker on the floor of The Chicago Board of Trade specializing in bond trading.
He maintains his exchange membership as a member of the CME Group.
Former positions of Stephen Doty Cummings
| Companies | Position | End |
|---|---|---|
Orion Capital Management, Inc.
 Orion Capital Management, Inc. Investment ManagersFinance Orion Capital Management's investment approach/strategy is primarily based on their relationship with Dimensional Fund Advisors (DFA), through which they offer clients access to special low cost institutional-level products. Unlike traditional asset management, which focuses on predicting individual stock price movements, Orion looks at the performance of a portfolio of financial assets based on the combination of its components, risk and return. The firm employs a strict discipline of maintaining assigned portfolio allocations to capture full market returns in contrast to an attempt to beat the market." Orion periodically rebalances portfolios to bring asset class allocations back in line with the original target balance. Their core investment strategy is geared towards long-term investments, and client portfolios are designed for the more conservative investor.^ | Portfolio Manager-Equities | 2015-04-29 |
Chicago Board of Trade
 Chicago Board of Trade Investment Banks/BrokersFinance Provides trade derivative facilities | Corporate Officer/Principal | - |
The International Petroleum Exchange Ltd.
 The International Petroleum Exchange Ltd. Investment Banks/BrokersFinance Facilitates an exchange for oil and gas related trading | Corporate Officer/Principal | - |
Training of Stephen Doty Cummings
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
The International Petroleum Exchange Ltd.
The International Petroleum Exchange Ltd. Investment Banks/BrokersFinance Facilitates an exchange for oil and gas related trading | Finance |
Chicago Board of Trade
Chicago Board of Trade Investment Banks/BrokersFinance Provides trade derivative facilities | Finance |
University of Arizona
 University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Orion Capital Management, Inc.
Orion Capital Management, Inc. Investment ManagersFinance Orion Capital Management's investment approach/strategy is primarily based on their relationship with Dimensional Fund Advisors (DFA), through which they offer clients access to special low cost institutional-level products. Unlike traditional asset management, which focuses on predicting individual stock price movements, Orion looks at the performance of a portfolio of financial assets based on the combination of its components, risk and return. The firm employs a strict discipline of maintaining assigned portfolio allocations to capture full market returns in contrast to an attempt to beat the market." Orion periodically rebalances portfolios to bring asset class allocations back in line with the original target balance. Their core investment strategy is geared towards long-term investments, and client portfolios are designed for the more conservative investor.^ | Finance |
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