Profile
Mr. Stephen J.
Carl is a Chief Executive Officer at High Probability Advisors LLC.
He started his career as a practicing attorney over 25 years ago focusing in the commercial, corporate, and banking areas, but then moved in-house, becoming the Corporate Counsel for a large SEC Registered Investment Advisor, with affiliated mutual fund family, trust company and broker/dealer firm.
He is active in several not-for-profit organizations and serves on a few Boards of for-profit companies.
He is a member of the Rochester Philanthropy Council for the University of Rochester, active member of Young Presidents’ Organization (YPO) and Board Member of YPO Northeast U.S.
Region Executive Board.
He is also a Director and Member of Executive Committee for Seagate Alliance, Inc, a for-profit company, a general purchasing group, as well as for Operation Brain Freeze, LLC, which owns multiple restaurants.
He moved to another SEC registered RIA, Clover Capital Management, in 2000 to become its Chief Operating Officer and eventually its President.
Clover was acquired by a large public company in 2008.
He continued with the new firm through the end of the deal transition period in 2014.
After leaving Clover, he started other successful privately held businesses.
He received his undergraduate degree from Rochester Christian University and a graduate degree from Union University.
Steve Carl active positions
| Companies | Position | Start |
|---|---|---|
High Probability Advisors LLC
High Probability Advisors LLC Investment ManagersFinance Provides investment advice | Chief Executive Officer | 01/10/2017 |
Former positions of Steve Carl
| Companies | Position | End |
|---|---|---|
CPAC, Inc.
CPAC, Inc. Medical SpecialtiesHealth Technology Manufactures HVHA and static heat sterilizers | Director/Board Member | - |
Clover Capital Management, Inc.
Clover Capital Management, Inc. Investment ManagersFinance CCM is a value investor, focusing on the long-term fundamentals of good companies that are currently out of favor and selling below their intrinsic value. For fixed-income, they employ an active bond management approach that brings together talented investment professionals, a disciplined methodology and hard work to achieve attractive, risk-adjusted returns. The firm utilizes the same value-based approach they use in equity research. They focus their efforts on the following critical areas of fixed-income investing: sector selection, credit analysis and risk control. CCM performs most of its research in-house. | President | 30/11/2008 |
Training of Steve Carl
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 | 5 |
|---|---|
CPAC, Inc.
CPAC, Inc. Medical SpecialtiesHealth Technology Manufactures HVHA and static heat sterilizers | Health Technology |
Rochester Christian University
Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Clover Capital Management, Inc.
Clover Capital Management, Inc. Investment ManagersFinance CCM is a value investor, focusing on the long-term fundamentals of good companies that are currently out of favor and selling below their intrinsic value. For fixed-income, they employ an active bond management approach that brings together talented investment professionals, a disciplined methodology and hard work to achieve attractive, risk-adjusted returns. The firm utilizes the same value-based approach they use in equity research. They focus their efforts on the following critical areas of fixed-income investing: sector selection, credit analysis and risk control. CCM performs most of its research in-house. | Finance |
Union University
Union University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
High Probability Advisors LLC
High Probability Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
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