Big News: FounderDating is joining OneVest to build the largest community for entrepreneurs. Details here
Latest Notifications
You have no recent recommendations.

Steve Thacker

Advisor Baltimore, Maryland Area, US

Managing Director, Partner, Kelly Wealth Management HighTower Advisors. Previously Principal, Chesapeake Wealth Management.

Managing Director, Partner, Kelly Wealth Management HighTower Advisors. Previously Principal, Chesapeake Wealth Management.

followers
following
1 vouches

Involved In

Positions

Managing Director, Partner Kelly Wealth Management HighTower Advisors June 2015 - present
Principal Chesapeake Wealth Management May 2009 - June 2015
Senior Institutional Consultant Smith Barney September 1992 - November 2008
sales Xerox Corporation 1986 - 1991

Education

Virginia Military Institute Civil Engineering 1982 - 1986
McDonogh School 1977 - 1982

Interested In

Markets of Interest
  • • Education
  • • Financial Services
  • • Healthcare
  • • Small Businesses
  • • Sports

You Should Know About Me

Key Accomplishments

Not completed yet

How I like to work with people
As an Advisor

We work with entrepreneurs as an independent advisor with no products to sell. We sit on the same side of the table providing assistance with selection of legal and financial professionals, review/develop transition strategies and manage corporate and personal portfolios.

1
Vouches Received

0
Vouches Given

Think Steve is awesome?
Vouch for them.

Andrew Clark
They're my friends  •  Member of the Spending Affordability Advisory Committee, Howard County Government and Chairman & CEO, CapellaTax Network.
Steve brings together his military leadership and years of advising entrepreneurs, families and institutions on how to best create value in ... and outside of the core business.