Stephen Winks Email & Phone Number

Portland ME

OverlayViews is an asset management services firm empowering innovative, institutional-quality, customized software solutions for portfolio construction. OverlayView enables personalized investment allocations solidly backed by modern statistics to provide a competitive advantage while maintaining a high fiduciary standard for the advisor, fiduciary, or.

Consult with Advisory Services Firms on enhancing their value proposition through process development, advanced technology, work flow management, more sophisticated approaches to portfoloio construction, conflict of interest management necessary to achieve higher margins, streamline cost and facilitate an unprecedented level of investment and.

Aid leading financial services firms in (1) increasing advisor productivity through the development and enhansement of their advisor's value proposition, (2) increase advisor profit margins through advancing innovation in portfolio construction and the introduction of a professional CIO function, (3) simplify the delivery of the full range of investment.

Atlanta

Ran advisory services for the then largest independent broker/dealer in the country for John Bell Keeble, the father of Financial Planning, founder of FSC and an estate attorney. With a staff including attorneys with Masters in Tax took financial planning as far as it has been taken in a large scale application serving thousands of advisors coast to coast..

Richmond, Virginia Area

Built and ran all professionally managed packaged product areas, building many from scratch accounting for 30% of firm revenues, doubling revenues in every product area responsible for, for seven consecutive years to include mutual funds. Pioneered product management in a brokerage frormat. Expert in investment research and development to include private.

Sii, Investments

Bs, Economics

Activities and Societies: Dean's List Honor CounselDean's List, Honor Counsel, Phi Gamma Delta