Steve Kahn work email
- Valid
- Valid
Steve Kahn personal email
- Valid
Steve Kahn phone numbers
Steve has spent the past 34 years in the securities industry, holding several senior leadership positions. In March 2017, Steve opened Greystone Capital Management. Greystone Capital Management is a boutique firm for clients and households with a minimum of $1 million in investable assets. Our clients are typically business owners, senior executives, and professionals such as doctors, lawyers, and engineers. We enjoy working with like-minded, big picture thinkers.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser, Greystone Capital Management and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
-
PresidentGreystone Capital Management Mar 2017 - Present -
Independent Investment AdvisorPmd Advisory Oct 2012 - Mar 2017Birmingham, Alabama, UsSteve opened his own investment advisory and financial planning practice through PMD Advisory, Inc. He is President of Greystone Capital Management, Inc., an S Corporation formed to facilitate his independent practice. -
Institutional Investment ConsultantSterne Agee Oct 2011 - Sep 2012Birmingham, Al, UsAfter 20 years in management positions, Steve transitioned into being a Producer for Sterne Agee Investment Advisors ("SAIA"). SAIA is an SEC-registered investment advisor that provides portfolio construction, access to best-of-breed external money managers, performance reporting, and ongoing due diligence for its clients. Steve was responsible for starting up the firm's institutional investment management consulting efforts. Targeted clients included college endowments, charities, health care organizations, and high net worth individuals. -
Managing DirectorSterne Agee Sep 2009 - Sep 2011Birmingham, Al, UsSteve re-joined Sterne Agee's senior management team in 2009 after the Royal Bank of Canada / NBC Securities merger. As part of Sterne Agee Group, Inc. (Holding Company), Steve served in a Strategic Development role for the Chairman & CEO, handling several duties held by the previous Chief Operating Officer. Also, Steve acted as a liaison between six division heads and Chairman/CEO to flush out strategic issues and problem resolution. Divisions included: Operations, Correspondent Clearing, Marketing, Corporate Real Estate, Information Technology, and the Independent Financial Advisor group.
-
Director Of Investment Advisory ServicesNbc Securities, Inc. A Correspondent Of Rbc Correspondent Services Mar 2007 - Aug 2009Birmingham, Alabama, UsResponsible for growing the firm's investment advisory business for retail and institutional client base. Responsibilities included inside sales support, independent investment advisor recruiting, operations, and relationship management. NBC Securities was a wholly-owned subsidiary of Alabama National Bancorp, which was acquired by RBC-USA (Royal Bank of Canada) in October, 2007. -
Senior Vice PresidentNbc Securities, Inc. A Correspondent Of Rbc Correspondent Services Oct 1999 - Mar 2007Birmingham, Alabama, UsAppointed Head of Operations upon hiring, Steve successfully led the day-to-day operations of the bank broker-dealer division of Alabama National Bancorp. Duties included oversight of all trading, securities transaction processing, financial & regulatory reporting, and technology.
-
Vice President - Project ManagerSterne Agee Feb 1996 - Oct 1999Birmingham, Al, UsAs a Business Analyst, Steve was responsible for improving the firm's financial results by increasing operational efficiencies and lowering overhead for the Operations Division. Later, Steve was promoted to handle the same role for Sterne's Holding Company, reporting to the Chairman & CEO.During this time, Steve oversaw efforts to convert the firm's entire technology platform to then-current standards.
-
Management Trainee & Project ManagerPershing, A Bny Mellon Company Aug 1990 - Jan 1996Jersey City, New Jersey, UsAs a management trainee, Steve got the opportunity to learn the inner workings of the securities industry at a young age. Received two years of training which included working in operations, equity & fixed income trading, investment banking, sales, and brokerage technology. After completing the program, he worked as a Project Manager on the industry's "T+3" initiative and later on the Equity Trading desk as an Operations Analyst.
Steve Kahn Skills
Steve Kahn Education Details
-
Muhlenberg CollegeInternational Business -
Mt. Olive High School
Frequently Asked Questions about Steve Kahn
What company does Steve Kahn work for?
Steve Kahn works for Greystone Capital Management
What is Steve Kahn's role at the current company?
Steve Kahn's current role is President.
What is Steve Kahn's email address?
Steve Kahn's email address is sk****@****ail.com
What is Steve Kahn's direct phone number?
Steve Kahn's direct phone number is +120586*****
What schools did Steve Kahn attend?
Steve Kahn attended Muhlenberg College, Mt. Olive High School.
What skills is Steve Kahn known for?
Steve Kahn has skills like Financial Advisory, Series 63, Information Technology, Technology, Planning, Corporate Real Estate, Fixed Income, Mergers, Retirement Planning, Financial Planning, Uniform Investment Advisor Law, Investments.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial