Steve Holeman
Assistant Professor of Finance and Economics at Virginia State University- Claim this Profile
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Marty Stamps
Steve came to our group at a critical time to fill an important role. I always found steve to be helpful and knowledgable in subject matter. I have listened as Steve effectively communicated with financial advisors and clients. Steve has a great demeanor to go along with his professional strengths as well. I feel Steve would be an asset to any organization.
Tom Winkler, CIMA®
You'd have a hard time finding someone as helpful and kind as Steve Holeman. Although not necessary, Steve took the time to work with me and my team to better understand the work he and his firm were doing in the ETF and closed-end fund space. A lot of the analysis he and his group were doing was very complicated however, Steve had a way of understanding it and relaying it to others in a very coherent fashion. He's also very easy to get along with. When I met with Steve I would always get comments from my colleagues on how nice and outgoing he was. A genuinely nice guy that I am hoping I'll have the opportunity to work with again. I was fortunate enough to get to know Steve outside of work as well. Needless to say, he's the type of person you'd like to hang out with.
Marty Stamps
Steve came to our group at a critical time to fill an important role. I always found steve to be helpful and knowledgable in subject matter. I have listened as Steve effectively communicated with financial advisors and clients. Steve has a great demeanor to go along with his professional strengths as well. I feel Steve would be an asset to any organization.
Tom Winkler, CIMA®
You'd have a hard time finding someone as helpful and kind as Steve Holeman. Although not necessary, Steve took the time to work with me and my team to better understand the work he and his firm were doing in the ETF and closed-end fund space. A lot of the analysis he and his group were doing was very complicated however, Steve had a way of understanding it and relaying it to others in a very coherent fashion. He's also very easy to get along with. When I met with Steve I would always get comments from my colleagues on how nice and outgoing he was. A genuinely nice guy that I am hoping I'll have the opportunity to work with again. I was fortunate enough to get to know Steve outside of work as well. Needless to say, he's the type of person you'd like to hang out with.
Marty Stamps
Steve came to our group at a critical time to fill an important role. I always found steve to be helpful and knowledgable in subject matter. I have listened as Steve effectively communicated with financial advisors and clients. Steve has a great demeanor to go along with his professional strengths as well. I feel Steve would be an asset to any organization.
Tom Winkler, CIMA®
You'd have a hard time finding someone as helpful and kind as Steve Holeman. Although not necessary, Steve took the time to work with me and my team to better understand the work he and his firm were doing in the ETF and closed-end fund space. A lot of the analysis he and his group were doing was very complicated however, Steve had a way of understanding it and relaying it to others in a very coherent fashion. He's also very easy to get along with. When I met with Steve I would always get comments from my colleagues on how nice and outgoing he was. A genuinely nice guy that I am hoping I'll have the opportunity to work with again. I was fortunate enough to get to know Steve outside of work as well. Needless to say, he's the type of person you'd like to hang out with.
Marty Stamps
Steve came to our group at a critical time to fill an important role. I always found steve to be helpful and knowledgable in subject matter. I have listened as Steve effectively communicated with financial advisors and clients. Steve has a great demeanor to go along with his professional strengths as well. I feel Steve would be an asset to any organization.
Tom Winkler, CIMA®
You'd have a hard time finding someone as helpful and kind as Steve Holeman. Although not necessary, Steve took the time to work with me and my team to better understand the work he and his firm were doing in the ETF and closed-end fund space. A lot of the analysis he and his group were doing was very complicated however, Steve had a way of understanding it and relaying it to others in a very coherent fashion. He's also very easy to get along with. When I met with Steve I would always get comments from my colleagues on how nice and outgoing he was. A genuinely nice guy that I am hoping I'll have the opportunity to work with again. I was fortunate enough to get to know Steve outside of work as well. Needless to say, he's the type of person you'd like to hang out with.
Experience
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Virginia State University
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United States
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Higher Education
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300 - 400 Employee
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Assistant Professor of Finance and Economics
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Aug 2008 - Present
Facilitate real-world transfer of knowledge within classroom cohort in partnership with Marketing and Management colleagues for approximately 100 students/semester.Serve on Strategic Planning, Curriculum & Assessment and Student Retention committees.Train upperclassmen in Corporate Finance class (FINC 450) where students examine investment modeling from a broad macro perspective.•Teach courses in Finance and Economics including Financial Economics, Corporate Finance, and Principles of Finance for approximately 100 students per semester•Participate in curriculum development of business courses in College of Business.•Train students in computer lab environment utilizing hands-on- computer approach to learn to design spreadsheets and database models•Integrate professional experience and technical knowledge into lectures.•Promote openness, cohesiveness, leadership skills to create team- buildings and learning environment.•Serve on various departmental and college of business committees.•Advise students on their academic and professional development.•Prepare and analyze various bank and account reconciliations.•Complete of projection schedules to forecasts.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Exchange-Traded Fund/Closed-End Fund Analyst
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May 2006 - Jul 2008
Conducted due diligence in analysis of the entire investment universe, monitored existing equity holdings, reviewed industry and company-specific information to make investment recommendations to portfolio managers.Wrote company- and sector-specific research reports that incorporate creative insights and identified investment opportunities for clients.Recommended best fit ETFs for investment and equity strategy recommendations while participating in portfolio meetings.• Analyzed and published recommendations on Closed-end funds(CEFs) and Exchanged-traded funds(ETFs) in the secondary market.• Responded to Financial Advisors daily inquires concerning CEFs and ETFs.• Maintained database, portfolio composition and earnings data of CEFs.• Communicated important differences within various ETFs to portfolio managers and sector analysts.• Participated in portfolio meetings and provide best fit ETFs for investment and equity strategy recommendations.•Prepare and compile detailed financial reports on a monthly basis for upper management and the general accounting department.•Research and reconcile brokerage accounts to ensure proper performance of accounts.•Assist and audit the implementation of a new accounting system to be used by the Department of Finance.
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Senior Portfolio Administrator (Team Lead)
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May 2000 - May 2006
Managed high-net worth individual and managed portfolios ranging from $100K to close to $7mil.Coordinated the daily trading accounts for six (6) Portfolio Administrators.Assembled and interpreted client portfolios by assessing the securities selection through individual and industry sector weights, market capitalization mix, and overall risk/return profile.Counseled clients on all facets of the investment overview both with regard to their specific portfolio and how this portfolio fits into their financial goals. Liaison with other outside advisors including consultants, planners, accountants, brokers and insurance professionals•Traded accounts on a managed account platform. •Coordinated the daily process of trading accounts for six employees.•Reconciled various reports including position reports for maintaining quality of the reports•Managed client restrictions on accounts and updated new accounts.•Communicated with money managers on significant changes to accounts.•Processed daily transactions used by the money managers.
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SunTrust
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United States
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Financial Services
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700 & Above Employee
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Portfolio Administrator
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Jan 2000 - May 2002
Met with clients, consultants and prospects to communicate and explain investment process Answered ad-hoc inquiries from clients, consultants and prospects.• Special Project: Converted existing brokerage accounts from legacy homegrown system to system upgrade in less time allotted. Oversaw electronic data transfer and manual updates to new system. Tasked with reconciliation of data from final review reports.•Successfully trade cash managed accounts based on portfolio managers wishes on accounts.•Prepared monthly financial statements to include analysis of variances and provided detailed reports to senior management officials.
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Operation Specialist
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May 1995 - Dec 1999
•Prepared and code brokerage accounts for trading in the investment managed platform.•Analyzed and reconciled brokerage accounts to their brokers systems.•Calculated and prepared monthly accounts balances to make sure the correct assets under management are listed by financial advisors. •Prepared and code brokerage accounts for trading in the investment managed platform.•Analyzed and reconciled brokerage accounts to their brokers systems.•Calculated and prepared monthly accounts balances to make sure the correct assets under management are listed by financial advisors.
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Education
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2000 - 2002
Averett University
Master of Business Administration (M.B.A.), Accounting -
1990 - 1995
Virginia Commonwealth University - School of Business
Bachelor of Science, Accounting
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