Topline | Steve Wine, Cfa

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Steve Wine, Cfa

President at Havener Capital Partners LLC

Intro Book

Experienced investment professional with 29 years of experience in the financial industry.

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Location

Denver, Colorado, United States, US

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Steve Wine has 29 years of experience in the financial industry, which is a long time. He’s had roles as President of Havener Capital Partners LLC and Director of Sales at Westcore Funds. These are senior positions in the industry. Location is Denver, Colorado, which is a major financial hub. The CFA charter adds prestige and increases earning potential. Considering his experience, education, and location, I estimate his hourly rate to be around $250. This is slightly higher than average for a CFA charterholder in the industry, but his senior roles and location justify the higher rate.

Bio

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Topline AI

Steve Wine is a seasoned investment professional with 29 years of experience in the financial industry, including 6 years as President of Havener Capital Partners LLC and 29 years as Director of Sales at Westcore Funds.

Experience

Havener Capital Partners LLC
- Denver, Colorado, United States
- President
  - Feb 2018 - Present
  - Denver, Colorado, United States
  Havener Capital Partners LLC provides outsourced sales and marketing for high quality investment managers interested in the wealth management / RIA channel. The firm has specialty expertise with breakaway firms and institutional managers launching mutual funds for the first time.Havener Capital Partners LLC is an Institutional Division of Compass Securities Corporation, member FINRA SIPC 50 Braintree Hill Park, Suite 105, Braintree, MA 02184, Tel: (781) 535-6083.
Westcore Funds
- Greater Denver Area
- Director of Sales
  - Apr 1988 - Feb 2018
  - Greater Denver Area
  Steve Wine is a registered representative of ALPS Distributors, Inc. Westcore Funds are distributed by ALPS Distributors, Inc.

Education

1982 - 1986

University of Colorado Boulder
BS, Finance

1982 - 1986
1993 - 1996

University of Colorado Denver
MS, Finance

1993 - 1996

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking.”

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Steve Wine, Cfa

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate