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2016-06-21T00:00:00.000Z

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Wrong Stephen Halley?

Mr. Stephen Halley G.

Senior Vice President

The Roosevelt Investment Group

Direct Phone: (415) ***-****       

Email: s***@***.com

The Roosevelt Investment Group

317 Madison Avenue, Suite 1004

New York, 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 ... more

Find other employees at this company (44)

Background Information

Employment History

Vice President

ING companies

Affiliations

Member
Investment Management Consultants Association Inc

Education

BA

University of Montana

BA

University of Montana , Missoula

MPA

University of Nevada

MPA

University of Nevada , Reno

Web References (14 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.


STEPHEN G. HALLEY, ...

www.rooseveltinvestments.com [cached]

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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