STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. of MATTHEWS, NC is an SEC-registered investment adviser (CRD 115340). Regulatory assets under management: $73.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Howard Joseph Leonard | PRESIDENT, DIRECTOR | — |
| Carol Leonard | DIRECTOR | — |
| Mark Andrew Long | SHAREHOLDER | — |
| Timothy Paul Burns | SHAREHOLDER | — |
| Simon Y Loo | SHAREHOLDER | — |
| Stephen Mark Dubarry | CEO, CCO, DIRECTOR | — |
| Natalie Anne Dubarry | DIRECTOR | — |
| Jane Edith Burns | SHAREHOLDER | — |
| Heather Long | SHAREHOLDER | — |
| Helen Marie-Anne Loo | SHAREHOLDER | — |
| LEONARD HOWARD JOSEPH | CEO | — |
| LEONARD CAROL | JOINT OWNER; SHAREHOLDER | — |
| LONG MARK ANDREW | SHAREHOLDER | — |
| BURNS TIMOTHY PAUL | CCO/CFO; CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| LOO SIMON Y | SHAREHOLDER | — |
| duBarry Stephen Mark | CIO-QUANTITATIVE STRATEGIES; PRESIDENT/ CCO | — |
| Simon Y. Loo | SHAREHOLDER | — |