Profile
Mr. Steven P.
Franke is an Investment Manager at Atwood & Palmer, Inc. He joined the firm in 1996 and responsible for equity and fixed income trading, portfolio management, investment research and client service.
He has over 30 years of investment experience.
Mr. Franke earned a Bachelor of Science in Business Administration with an emphasis in Finance/Economics and Management from Rockhurst University.
Steven Franke active positions
| Companies | Position | Start |
|---|---|---|
Atwood & Palmer, Inc.
Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities. | Analyst-Equity | 01/01/1996 |
Training of Steven Franke
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Atwood & Palmer, Inc.
Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities. | Finance |
Rockhurst University
Rockhurst University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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