Advisor at Conte Asset Management, LLC
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Firm
Conte Asset Management, LLC
Location
Incline Village, NV
Credentials
Series 65
Industry experience
8 years
Stephen Conte is a financial advisor at Conte Asset Management, LLC in Incline Village, NV, holding a Series 65 designation with eight years of industry experience. He previously worked at The Presidio Group LLC from 2013 to 2016 and has served as CFO of Blue Sky Corporate Ranch, LLC, a hospitality business, since 2020. Conte Asset Management provides portfolio management services to high-net-worth individuals, focusing on a long-term trading approach that combines fundamental and quantitative analysis. The firm tailors portfolios to client goals and risk tolerance and offers advice across a broad investment universe including equities, fixed income, hedge funds, and private equity.
Based on Conte Asset Management, LLC
1.50% annually
Incline Village, NV
Nevada
Blue Sky Corporate Ranch, LLC
2020 - Present (6 years)
Conte Asset Management, LLC
2016 - Present (10 years)
The Presidio Group Llc
2013 - 2016 (3 years)
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