wealth manager & investment advisor excelsus capital management@ Excelsus Capital Management
Steve Price-Hughes, CFA, CFP
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FlashIntel GPTSteve Price-Hughes, CFA, CFP is the President at Excelsus Capital Management, with over 33 years of experience in asset allocation, certified financial planner, chartered financial analyst, and entrepreneurship. He has a strong background in equities, financial analysis, global investment management, hedge funds, investment management, mutual funds, portfolio management, real estate, private wealth management, and wealth management services. Steve has held various leadership positions at companies such as Wells Fargo, Bank of America, and GE. He is based in Manhattan Beach, California.
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About
Steve Price-Hughes, CFA, CFP is the President at Excelsus Capital Management. He attended College for Financial Planning.
Work Experience
wealth manager & investment advisor excelsus capital management
President & Founder
President
Investment Management
Steve Price-Hughes, CFA, CFP's Professional Milestones
- President (2004-01-01~): Transformed the company's profitability by implementing strategic initiatives and fostering a culture of creativity.
- Vice President & Regional Sales Manager (1999-01-01~2004-01-01): Driving revenue growth and market dominance through strategic sales initiatives and market expansion initiatives.
Education
Financial Planning,
Cfp
Skill
Asset Allocation
Certified Financial Planner
Chartered Financial Analyst
Entrepreneurship
Equities
Financial Analysis
Global Investment Management
Hedge Funds
Investment Management
Mutual Funds
Portfolio Management
Real Estate
Private Wealth Management
Wealth Management
Wealth Management Services
Certification
Other Named Steve Price-Hughes, CFA, CFP
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Steve Price-Hughes, CFA, CFP works for Excelsus Capital Management
Steve Price-Hughes, CFA, CFP's role in Excelsus Capital Management is wealth manager & investment advisor excelsus capital management
Steve Price-Hughes, CFA, CFP works in the industry of Investment Management
Steve Price-Hughes, CFA, CFP's latest job experience is wealth manager & investment advisor excelsus capital management at Excelsus Capital Management
Steve Price-Hughes, CFA, CFP's latest education in College for Financial Planning
