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Wrong Stephen Halley?

Stephen G. Halley

Senior Vice President

Roosevelt Investments

HQ Phone:  (646) 452-6700

Direct Phone: (415) ***-****direct phone

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Roosevelt Investments

730 3RD AVE

New York City, New York,10017

United States

Company Description

Roosevelt Investments traces its roots back to 1971 when P. James Roosevelt, a cousin of former President Theodore Roosevelt, founded the investment advisory firm, P. James Roosevelt, Inc. The firm managed assets for endowments and individuals, including sever...more

Background Information

Employment History

IIM


Vice President

ING companies


Vice President

NN Investment Partners


Affiliations

Investment Management Consultants Association Inc

Member


Education

BA

University of Montana


MPA

University of Nevada


Web References(10 Total References)


Our People : Roosevelt Investments

www.rooseveltinvestments.com [cached]

Stephen G. Halley, CIMA®
Stephen G. Halley, CIMA® Senior Vice President, West Coast Region (415) 407-7414 shalley@rooseveltinvestments.com Stephen Halley joined Roosevelt Investments in 2007 as Senior Vice President and Regional Director responsible for sales coverage in the western region. Prior to joining Roosevelt, Mr. Halley was a Regional Director at ING Investment Management, where he covered sales in the southwest region. He was also formerly a Due Diligence Manager at Wells Fargo and a Technical Analyst at the Smith Barney Consulting Group. Mr. Halley earned a BA from the University of Montana and an MPA from the University of Nevada. He was awarded a Certified Investment Management Analyst (CIMA) designation in 2004 and is a member of the Investment Management Consultants Association (IMCA). He currently holds Series 7, 63 and 66 licenses.


Our People : Roosevelt Investments

www.rooseveltinvestments.com [cached]

Stephen G. Halley, CIMA®
Stephen G. Halley, CIMA® Senior Vice President (415) 407-7414 shalley@rooseveltinvestments.com Stephen Halley joined Roosevelt Investments in 2007 as Senior Vice President and Regional Director responsible for sales coverage in the western region. Prior to joining Roosevelt, Mr. Halley was a Regional Director at ING Investment Management, where he covered sales in the southwest region. He was also formerly a Due Diligence Manager at Wells Fargo and a Technical Analyst at the Smith Barney Consulting Group. Mr. Halley earned a BA from the University of Montana and an MPA from the University of Nevada. He was awarded a Certified Investment Management Analyst (CIMA) designation in 2004 and is a member of the Investment Management Consultants Association (IMCA). He currently holds Series 7, 63 and 66 licenses.


Our People | The Roosevelt Investment Group, Inc.

roosevelt.dreamhosters.com [cached]

STEPHEN G. HALLEY, CIMA®
Senior Vice President and Regional Director, Western Region (415) 407-7414 shalley@rooseveltinvestments.com Stephen Halley joined Roosevelt Investments in 2007 as Senior Vice President and Regional Director responsible for sales coverage in the western region. Prior to joining Roosevelt, Mr. Halley was a Regional Director at ING Investment Management, where he covered sales in the southwest region. He was also formerly a Due Diligence Manager at Wells Fargo and a Technical Analyst at the Smith Barney Consulting Group. Mr. Halley earned a BA from the University of Montana and an MPA from the University of Nevada. He was awarded a Certified Investment Management Analyst (CIMA) designation in 2004 and is a member of the Investment Management Consultants Association (IMCA). He currently holds Series 7, 63 and 66 licenses.


Intermediary Sales & Marketing Group | The Roosevelt Investment Group, Inc.

roosevelt.dreamhosters.com [cached]

STEPHEN G. HALLEY, CIMA®
Senior Vice President and Regional Director, Western Region (415) 407-7414 shalley@rooseveltinvestments.com Stephen Halley joined Roosevelt Investments in 2007 as Senior Vice President and Regional Director responsible for sales coverage in the western region. Prior to joining Roosevelt, Mr. Halley was a Regional Director at ING Investment Management, where he covered sales in the southwest region. He was also formerly a Due Diligence Manager at Wells Fargo and a Technical Analyst at the Smith Barney Consulting Group. Mr. Halley earned a BA from the University of Montana and an MPA from the University of Nevada. He was awarded a Certified Investment Management Analyst (CIMA) designation in 2004 and is a member of the Investment Management Consultants Association (IMCA). He currently holds Series 7, 63 and 66 licenses.


www.rooseveltinvestments.com

STEPHEN G. HALLEY, CIMA®
Senior Vice President & Regional Director, Western Region (415) 407-7414 shalley@rooseveltinvestments.com Stephen Halley joined Roosevelt Investments in 2007 as Senior Vice President and Regional Director responsible for sales coverage in the western region. Prior to joining Roosevelt, Mr. Halley was a Regional Director at ING Investment Management, where he covered sales in the southwest region. He was also formerly a Due Diligence Manager at Wells Fargo and a Technical Analyst at the Smith Barney Consulting Group. Mr. Halley earned a BA from the University of Montana and an MPA from the University of Nevada. He was awarded a Certified Investment Management Analyst (CIMA) designation in 2004 and is a member of the Investment Management Consultants Association (IMCA). He currently holds Series 7, 63 and 66 licenses.


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