Profile
Mr. Stephen D.
Bull is a Managing Partner at Verus Capital Partners LLC.
He has been a financial advisor for more than 29 years.
Mr. Bull started his career with AXA Advisors in 1993 and was quickly promoted to Regional Vice President overseeing the Madison, WI office.
In order to continue his advancement with AXA advisors, he moved to Phoenix in 1999.
In 2003, he formed his own independent firm: Bull Capital Management, LLC, a firm built on trust, transparency, and a “client first” mentality.
The outgrowth of that firm has now become Verus Capital Partners, LLC.
Mr. Bull earned his undergraduate degree in pre-law political science from the University of Wisconsin- Milwaukee.
He has received numerous industry awards and recognition, and has earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designation.
Steve Bull active positions
| Companies | Position | Start |
|---|---|---|
Verus Capital Partners LLC
Verus Capital Partners LLC Investment ManagersFinance Verus takes an active approach to portfolio construction and management. After assessing client’s risk tolerance and understanding their investment goals, the firm creates a portfolio matching the aforementioned to securities or investment products. | Chief Executive Officer | 01/12/2009 |
Former positions of Steve Bull
| Companies | Position | End |
|---|---|---|
NEXT Financial Group, Inc.
NEXT Financial Group, Inc. Investment ManagersFinance NEXT uses both quantitative and qualitative analysis to construct its ETF and mutual fund allocation models. Each model’s goal is to meet its investment objective through a diversified portfolio of strategically managed ETFs or mutual funds based on a target fixed income-to-equity ratio. They seek to maintain allocation targets through periodic rebalancing. | Corporate Officer/Principal | 01/08/2010 |
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 | 2 |
|---|---|
NEXT Financial Group, Inc.
NEXT Financial Group, Inc. Investment ManagersFinance NEXT uses both quantitative and qualitative analysis to construct its ETF and mutual fund allocation models. Each model’s goal is to meet its investment objective through a diversified portfolio of strategically managed ETFs or mutual funds based on a target fixed income-to-equity ratio. They seek to maintain allocation targets through periodic rebalancing. | Finance |
Verus Capital Partners LLC
Verus Capital Partners LLC Investment ManagersFinance Verus takes an active approach to portfolio construction and management. After assessing client’s risk tolerance and understanding their investment goals, the firm creates a portfolio matching the aforementioned to securities or investment products. | Finance |
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