Stavros brings a unique background in both the operations and client side of the business with experience in trading and client relationship. At Horan Capital Management, on the operations side, he will be responsible for auditing and monitoring client accounts, maintaining internal portfolio databases, and ensuring all trades are executed correctly. He will also provide support for the investment team related to asset allocation, maturities and cashflow. On the advisory side, Stavros will work closely with our Wealth Advisors utilizing the financial planning software, e-Money, and supporting all aspects of the client experience.
Prior to joining HCM, Stavros worked at Morgan Stanley and Maller Wealth Advisors. Stavros graduated with a Bachelor of Business Administration (BBA) in Economics from Loyola University Maryland.