Stephen Michael Hammers
Chief Executive Officer at PlanRock Wealth Management LLC
Profile
Stephen Michael Hammers is the founder of Compass Efficient Model Portfolios LLC, which was founded in 1996.
He held the title of Chief Investment Officer from 2012 to 2015.
Mr. Hammers is also the founder of PlanRock Wealth Management LLC.
He previously worked as a Principal at Merrill Lynch & Co., Inc. and as the Chief Portfolio Strategist at Victory Capital Management, Inc. from 2015 to 2019.
Mr. Hammers received an undergraduate degree from Middle Tennessee State University.
Stephen Michael Hammers active positions
Companies | Position | Start |
---|---|---|
PlanRock Wealth Management LLC
PlanRock Wealth Management LLC Investment ManagersFinance PlanRock Wealth Management LLC provides investment advice. The private company is based in Franklin, TN. The company was founded by Stephen Michael Hammers. Stephen Michael Hammers has been the CEO since incorporation. | Chief Executive Officer | - |
Former positions of Stephen Michael Hammers
Companies | Position | End |
---|---|---|
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Head-Equity Investments | 2019-06-29 |
Compass Efficient Model Portfolios LLC
Compass Efficient Model Portfolios LLC Investment ManagersFinance Founded in 1996 by Stephen Hammers and David Moore, Compass Efficient Model Portfolios LLC is a registered investment advisor located in Brentwood, Tennessee. The firm is also known as Compass Advisor Group and Compass EMP. They are affiliated with Compass Advisory Partners, a financial planning firm also located in Brentwood, Tennessee. | Founder | 2015-05-11 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Training of Stephen Michael Hammers
Middle Tennessee State University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
---|---|
Compass Efficient Model Portfolios LLC
Compass Efficient Model Portfolios LLC Investment ManagersFinance Founded in 1996 by Stephen Hammers and David Moore, Compass Efficient Model Portfolios LLC is a registered investment advisor located in Brentwood, Tennessee. The firm is also known as Compass Advisor Group and Compass EMP. They are affiliated with Compass Advisory Partners, a financial planning firm also located in Brentwood, Tennessee. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Finance |
PlanRock Wealth Management LLC
PlanRock Wealth Management LLC Investment ManagersFinance PlanRock Wealth Management LLC provides investment advice. The private company is based in Franklin, TN. The company was founded by Stephen Michael Hammers. Stephen Michael Hammers has been the CEO since incorporation. | Finance |
- Stock Market
- Insiders
- Stephen Michael Hammers