Steven S. Holstein
Profile
Mr. Steven S.
Holstein is Chief Marketing Officer at Covestor, Inc.
Mr. Holstein was previously employed as Chief Marketing & eBusiness Officer by MassMutual Financial Group, Chief Marketing Officer by The Guardian Life Insurance Co. of America, Chief Marketing Officer & Managing Director by Cypress Holding Co., and Marketing Manager-International Division by FMR LLC.
He received his undergraduate degree from Clark University and an MBA from Boston University.
Former positions of Steven S. Holstein
| Companies | Position | End |
|---|---|---|
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Sales & Marketing | - |
Cypress Holding Co.
 Cypress Holding Co. Investment ManagersFinance Cypress Holding Co. provides asset management services. The private company is based in Boston, MA and has subsidiaries in the United States. The company was founded by Bradford K. Gallagher. | Sales & Marketing | - |
The Guardian Life Insurance Company of America
 The Guardian Life Insurance Company of America Multi-Line InsuranceFinance The Guardian Life Insurance Company of America engages in the provision of life insurance services. It offers insurance services in life, disability, and dental insurance services. The company was founded in 1860 and is headquartered in New York, NY. | Sales & Marketing | - |
Massachusetts Mutual Life Insurance Co.
 Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA. | Sales & Marketing | - |
Covestor, Inc.
 Covestor, Inc. Packaged SoftwareTechnology Services Covestor, Inc. operates as a online investment management platform. Its platform and technology allows delivering specialized active and passive investing solutions at a lower cost and with the benefit of online convenience. Its platform give investors access to institutional style investment strategies, delivered in the security of their own brokerage accounts. The company was founded by Perry Rael Blacher, Richard Kevork Tahta and Simon Veingard in 2007 and is headquartered in Boston, MA. | Sales & Marketing | - |
Training of Steven S. Holstein
| Boston University | Masters Business Admin |
| Clark University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 5 |
|---|---|
Covestor, Inc.
Covestor, Inc. Packaged SoftwareTechnology Services Covestor, Inc. operates as a online investment management platform. Its platform and technology allows delivering specialized active and passive investing solutions at a lower cost and with the benefit of online convenience. Its platform give investors access to institutional style investment strategies, delivered in the security of their own brokerage accounts. The company was founded by Perry Rael Blacher, Richard Kevork Tahta and Simon Veingard in 2007 and is headquartered in Boston, MA. | Technology Services |
The Guardian Life Insurance Company of America
The Guardian Life Insurance Company of America Multi-Line InsuranceFinance The Guardian Life Insurance Company of America engages in the provision of life insurance services. It offers insurance services in life, disability, and dental insurance services. The company was founded in 1860 and is headquartered in New York, NY. | Finance |
Massachusetts Mutual Life Insurance Co.
Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA. | Finance |
Cypress Holding Co.
Cypress Holding Co. Investment ManagersFinance Cypress Holding Co. provides asset management services. The private company is based in Boston, MA and has subsidiaries in the United States. The company was founded by Bradford K. Gallagher. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
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