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2 advisors near New York, NY
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Stephen L
Series 65
New York, NY
Leeb Capital Management, Inc.
Stephen Leeb is a Series 65-licensed advisor with Leeb Capital Management, Inc. in New York, NY, bringing 19 years of industry experience. He has held roles at Leeb Index Trader, Emerging Advisory, Tci Enterprises, Leeb Brokerage Services, and Leeb Research Consultants. Outside his advisory work, he serves as editor of investment newsletters The Complete Investor and Real World Investor, writing on general stock investing topics for Capitol Information Group. Leeb Capital Management provides discretionary portfolio management services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $112 million across about 60 accounts. The firm employs a top-down macroeconomic approach combined with bottom-up security selection across three core strategies, incorporating explicit sell disciplines and position-weight limits.
Kuen C
Series 65
New York, NY
Leeb Capital Management, Inc.
Kuen Chan is a financial advisor at Leeb Capital Management, Inc. in New York, NY, holding a Series 65 credential with 7 years of industry experience. He has been with Leeb Capital Management since 2008. Outside of his advisory role, Chan works as a contractor editor writing general investment articles for Capitol Information Group. Leeb Capital Management provides investment supervisory and portfolio management services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $111.9 million across about 60 accounts. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental security selection across several core strategies, and its principals actively publish a paid newsletter related to market insights.
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2 advisors near New York, NY
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