Stan Stevenson Email & Phone Number

Dallas/Fort Worth Area

My primary role is client relations, working with all manner of clients to develop investment and asset allocation strategies that are appropriate for their age, net worth, needs and goals. To broaden the range of services available to the client, I work hand in hand with other Frontier professionals in many areas, including asset allocation, portfolio management and financial planning. Enhancing client relationships and expansion of those relationships (additional services and new money added to existing accounts or account relationships as well as client referrals of family and friends) are other key elements of my job. As to Frontier, we are headquartered in Dallas, Texas, and were founded in 1994. Frontier offers a unique combination of in-house portfolio management with individual U.S. equities and fixed-income securities at its core. ETFs and Mutual Funds are used for "satellite" investments in asset classes such as Small Cap, International and Emerging Markets. The firm has grown rapidly, and now has over $5B in assets under management. Our services include comprehensive financial planning at no charge to the client. The investment minimum is reasonable, too -- reasonable enough to say aloud and with a straight face.

Dallas, Texas

As a long-time (very) former employee I was hired to manage client relations, market alternative investment funds, and help chart a new course for this family office and RIA. I also pursued new investment opportunities, including real estate, JVs and direct private equity deals with wealthy investors and other family offices. This seemingly ideal job was cut short by the death of the owner.

Dallas/Fort Worth Area

Opened, staffed and managed the Dallas office of this Texas-based wealth management firm. Was Managing Director/Member of the Investment Committee, directing business development and client relations. After 2 1/2 years the office was unceremoniously closed as a cost-cutting measure.

5540 Preston Rd., Dallas, Texas 75205

Marketed needlessly complex investment management strategies and trust services to high net worth individuals and family offices. Expanded and enhanced an already large network of referral sources, but left after a relatively short (but not short enough) stint for a promising opportunity elsewhere.

Dallas, Texas

Developed new business as an independent intermediary or third-party marketer, predominantly from high-net worth individuals and family offices, and did so for various money managers, specifically, three hedge funds, a long-only equity manager, and a high-yield bond manager.

Dallas, Texas

Developed new business for in-house management in "traditional" equity and fixed income portfolios and in proprietary hedge funds and private equity funds of funds. Managed Client Relations for large client base, and sought new investment opportunities for this family office and RIA. A wonderful job until the owner threw in the towel after the 2008-2009 market meltdown.

Dallas, Tx

Developed new business, managed and grew account relationships, and developed referral sources for the investment management and trust group.

Dallas, Tx

Vantage was a national, multi-billion dollar commercial real estate development company based in Dallas, Texas. As Senior Vice President and Director of Asset Sales (1987-1992), I marketed and sold Vantage-owned and managed properties in the Dallas area. I was also responsible for contract negotiations, due-diligence and closings. As Vice-President of Marketing (1984-1987), I was responsible for generating and negotiating leasing deals in Vantage-owned industrial and office projects in and around Dallas, and for developing build-to-suit opportunities in the South, Southwest, and Midwest.

Dallas, Tx

Mercantile was one of the "Big Three" regional banking firms based in Dallas until the late 1980s. As a VP of Commercial Banking, I marketed a full range of banking services, generated new business in the form of commercial loans, and serviced those loans. I also supervised three commercial lending officers.

Master Of Business Administration (Mba)

Bba, General Business And Finance

Activities and Societies: Phi Gamma Delta (Fiji) Fraternity