John Stevenson

John Stevenson

Managing Director, Relationship Manager
Charlotte, NC | USA

John Stevenson, CFA®

As a Relationship Manager, John Stevenson is responsible for managing investment portfolios and advising clients on investment-related matters.

Prior to joining the firm, John worked as an Analyst for Clemson University as a member of the Business Enhancement Strategies Team. John received a B.S. in financial management from Clemson University and is a CFA charterholder.

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