Steven Henderly
Partner, Investment Advisor @Nvest Wealth Strategies, Inc
Powell, OH, US
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2006 — Present
Partner, Investment Advisor @Nvest Wealth Strategies, Inc
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Nvest Wealth Strategies is an independent, registered investment advisory firm (RIA) serving private clients and organizations. We seek to deliver exceptional risk-adjusted investment performance over time by utilizing a diversified asset investment approach that will achieve the goals unique to each individual client.
EDUCATION
2005 — 2008
CFA Institute
CFA
2000 — 2004
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (BS)
SKILLS
RetirementInvestment StrategiesEconomicsFinancial AdvisoryFinanceRisk ManagementAsset ManagementRetirement PlanningFinancial PlanningInvestment ManagementAsset AllocationWealth ManagementInvestment AdvisoryFinancial AnalysisWealthPortfolio ManagementEquitiesSecuritiesMutual FundsInvestmentsFixed IncomeFinancial Modeling
ABOUT STEVEN HENDERLY
Investment management, personal financial planning & retirement independence, and…
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