Kam joins Stevens Capital Partners as a Trader/Junior Research Analyst. Born and raised in Lincoln, Nebraska, he graduated from the University of Nebraska–Lincoln with a Bachelor of Science in Business Administration, double majoring in Finance and Management. Kam holds his SIE, Series 7, and Series 63 licenses, and is currently pursuing the CFA designation.
Kam began his career in financial services as a Licensed Broker at a Fortune 500 firm, where he supported clients with portfolio management-related inquiries. During his time there, he also assisted in the largest public financial services merger at the time, gaining valuable insight into financial markets and investment strategies. He later joined a full-service clearing firm as a Margin Operations Analyst, further developing his analytical and operational expertise.
These experiences confirmed Kam’s passion for two things: finance and helping people.
Outside of work, Kam enjoys music, reading, and spending quality time with family and friends. A dedicated gym-goer, he embraces an active lifestyle that includes disc golfing, fishing, and running. Kam values meaningful relationships, integrity, and maintaining a fulfilling and well-balanced life.
Kam began his career in financial services as a Licensed Broker at a Fortune 500 firm, where he supported clients with portfolio management-related inquiries. During his time there, he also assisted in the largest public financial services merger at the time, gaining valuable insight into financial markets and investment strategies. He later joined a full-service clearing firm as a Margin Operations Analyst, further developing his analytical and operational expertise.
These experiences confirmed Kam’s passion for two things: finance and helping people.
Outside of work, Kam enjoys music, reading, and spending quality time with family and friends. A dedicated gym-goer, he embraces an active lifestyle that includes disc golfing, fishing, and running. Kam values meaningful relationships, integrity, and maintaining a fulfilling and well-balanced life.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
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At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and wealth management. We are your “partners” and a trusted resource for all your needs.
We strategize. We engage. We resolve issues.
