Profile
Mr. Stephen R.
Robshaw is an Executive Vice President at Courier Capital LLC.
Prior to establishing one of the original WNY investment advisory firms, Mr. Robshaw was the Chief Investment Officer and Vice President in charge of M&T Bank’s Investment Department.
He was responsible for developing the firm’s investment strategies for high net worth clients, institutions, foundations, and employee benefit plans.
He was also Director of Research tasked with specific industry research applied to the investment direction of the firm and its clients.
He was in charge of client communication and portfolio performance tracking.
He began his career as a security analyst for H.C.
Wainwright & Co. Inc and has spent much of his career serving on investment committees and teaching economics at the University of Buffalo and Millard Fillmore College.
Mr. Robshaw graduated from the College of the Holy Cross with a B.A. in History and earned his M.B.A. in Business from the State University of New York at Buffalo.
Stephen Ryan Robshaw active positions
| Companies | Position | Start |
|---|---|---|
Courier Capital LLC
Courier Capital LLC Investment ManagersFinance Courier Capital offers a tailored investment management solution that encompasses not only the traditional asset classes of fixed income, domestic equities and foreign securities, but can also include alternative asset classes. Through use of an asset allocation approach, the firm provides investment management services based on a thorough understanding of each client’s independent and unique investment objectives. | Investment Committee Member | - |
Former positions of Stephen Ryan Robshaw
| Companies | Position | End |
|---|---|---|
M&T Bank Corp. (Investment Management)
M&T Bank Corp. (Investment Management) Investment ManagersFinance M&T Bank Corp.'s Discretionary Portfolio segment invests primarily in the stocks of US large-cap companies. The segment employs fundamental bottom-up research that is combined with initial quantitative screens. It seeks to identify the intrinsically undervalued stocks of companies with strong cash flows and good p/b book ratios. Their portfolios are benchmarked using the S&P 500 and Barra indices. | Corporate Officer/Principal | - |
H. C. Wainwright & Co. LLC
H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Robshaw & Julian Associates, Inc.
Robshaw & Julian Associates, Inc. Investment ManagersFinance Provides investment advice | Founder | - |
Training of Stephen Ryan Robshaw
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Robshaw & Julian Associates, Inc.
Robshaw & Julian Associates, Inc. Investment ManagersFinance Provides investment advice | Finance |
M&T Bank Corp. (Investment Management)
M&T Bank Corp. (Investment Management) Investment ManagersFinance M&T Bank Corp.'s Discretionary Portfolio segment invests primarily in the stocks of US large-cap companies. The segment employs fundamental bottom-up research that is combined with initial quantitative screens. It seeks to identify the intrinsically undervalued stocks of companies with strong cash flows and good p/b book ratios. Their portfolios are benchmarked using the S&P 500 and Barra indices. | Finance |
Courier Capital LLC
Courier Capital LLC Investment ManagersFinance Courier Capital offers a tailored investment management solution that encompasses not only the traditional asset classes of fixed income, domestic equities and foreign securities, but can also include alternative asset classes. Through use of an asset allocation approach, the firm provides investment management services based on a thorough understanding of each client’s independent and unique investment objectives. | Finance |
College of the Holy Cross (Massachusetts)
College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
H. C. Wainwright & Co. LLC
H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The State University of New York
The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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