Stephen Schiestel is a high-skilled expert, working in Grand Capital Advisors main office of which is in 384. as a Chief Investment Officer since 2019. Stephen Schiestel has earned professional experience in more than 12 positions at various companies. Stephen Schiestel went to the Michigan State University - the Eli Broad College of Business and got education there from 1997 to 1998. This expert has such qualifications as Chartered Financial Analyst (Cfa) and Cfa Institute. Davison, Michigan is the area, where this expert was known to be situated. Their email address and phone number are accessed through Connexy on demand.
Name variants:
Steven Schiestel,
Stephan Schiestel,
Steffan Schiestel,
Stefan Schiestel,
Steve Schiestel,
Stevie Schiestel,
Steph Schiestel,
Steff Schiestel,
Stef Schiestel,
Steffl Schiestel
Contact Information
Last Update
Jul 11, 2022
Email
st**@citizensbanking.com, sc**@broad.msu.edu
Location
Davison, MI
Company
Grand Capital Advisors
Workplace
Chief Investment Officer
Work History
Chief Investment Officer
5225 east Cook Rd, Grand Blanc, MI 48439
Co-founder of fee-only financial planning and wealth management RIA.
Responsible for investment due diligence and portfolio strategy decisions.
Advisor to client relationships.
from Jan 2019
Adjunct Faculty
Teach Finance 311
Introduction to Corporate Finance Finance 457
Security Analysis
Aug 2011 — Aug 2014
Professor of Practice and Program Director - Financial Planning and Wealth Management
Courses taught:
Finance 311 (Introduction to Financial Management)
Finance 414 (Advanced Corporate Finance)
Finance 457 (Security Analysis)
Finance 857 (Advanced Security Analysis)
Fin...
from Aug 2014
Portfolio Manager and Investment Practice Lead
Akron, OH
Portfolio manager for 100 accounts with a market value in excess of $200 million. The account relationships include both individual and institutional clients. Responsibilities include assess...
Apr 2013 — Aug 2014
Head of Investment Strategy
Akron, OH
Responsible for the oversight of the investment product platform which includes mutual funds, separately managed accounts, customized security portfolios, and fixed income trading.
Respons...
Jan 2006 — Aug 2011
Director of Financial Planning
Akron, OH
Created a new unit specializing in the delivery of fee-based comprehensive financial plans to clients across the bank's footprint.
Developed the unit's business plan, sales and marketing m...
Oct 2003 — Jan 2006
Portfolio Manager
Akron, OH
Managed 224 individual and institutional investment portfolios in the Wisconsin and Iowa markets with a market value of $87 million.
Responsible for quarterly investment reviews, continuou...
Feb 2003 — Oct 2003
Equity Analyst
Akron, OH
Created the investment philosopy and process for the Equity Model Portfolio. This proprietary product was launched in January 2002 and exceeded its benchmark by 1.37% through February 2003....
Aug 1999 — Feb 2003
Commercial Loan Officer
Grew commercial loan portfolio from $24 million to $63 million in four years.
Made over 180 client and prospect calls on an annual basis.
Specialized in wholesale floorplan and manufactur...
Oct 1995 — Aug 1999
Loan Review Manager
Performed loan evaluations for various lending offices in Michigan, Indiana and Illinois.
Analyzed commercial loan portfolio to assure compliance with regulatory and bank policies.
Prepar...
Jan 1994 — Oct 1995
Credit Analyst
Analyzed and determined credit quality of existing and prospective commercial loans in industrial, service and real estate industries.
Analyzed financial statements and prepared approval d...
Dec 1991 — Jan 1994
Education
1987 — 1991
1984 — 1987
Occupations
Executive
Chief Investment Officer
Co-Founder
Advisor
Professor
Adjunct Instructor
Security
Management Analysts
Founder
Chief Executive
Lecturer
Postsecondary Teacher
Skills
University Teaching
Portfolio Management
Investments
Finance
Mutual Funds
Wealth Management
Financial Services
Asset Allocation
Equities
Fixed Income
Valuation
Investment Strategies
Financial Planning
Strategic Financial Planning
Asset Management
Securities
Security Analysis
Commercial Lending
Investment Advisory
Credit Analysis
Due Diligence
Retirement Planning
FAQs about Stephen Schiestel
What is the main profession of Stephen Schiestel?
Stephen Schiestel is a Chief Investment Officer.
What are the main profession of Stephen Schiestel?
These person's professions are Executive and Chief Investment Officer
Where does Stephen Schiestel live?
Stephen Schiestel currently lives in Davison, Michigan.
What is the professional's email?
The professional's email is st**@citizensbanking.com and sc**@broad.msu.edu.
Where did Stephen Schiestel work?
This person worked at Grand Capital Advisors, Michigan State University - the Eli Broad College of Business.
Where has Stephen Schiestel studied?
Stephen studied at the Michigan State University - the Eli Broad College of Business from 1997 to 1998.
Are there any professional certifications Stephen Schiestel has?
Stephen received the following certifications: Chartered Financial Analyst (Cfa) and Cfa Institute.
Are there any professional industries, that Stephen Schiestel works in?
Stephen works in Investment Management industry.