Jason Steeno | Source | President at CoreCap Investments
Jason Steeno
As president of CoreCap Investments and CoreCap Advisors, Jason Steeno spends his time developing and refining the firm’s growth strategies as well as identifying new opportunities for registered representatives and investment advisors. Having served in leadership roles for the majority of his career, Jason brings his experience and guidance to CoreCap where he is laser-focused on helping advisors and clients achieve success.
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CoreCap Investments
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CoreCap Advisors Investments
President
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“Nasdaq is known for being the home of technology and innovation, with companies in the internet and biotech space along with others on the cutting edge,” Steeno says. “Conversely, the NYSE is home to many blue chips as well as industrials, financials and companies that have been in business for generations.”
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"Investment advisors typically have higher account minimums, often starting at $50,000 or more of investable assets," Steeno says. "Brokers and investment advisors can work with accounts of any size, but with smaller accounts, it's often hard for advisors to obtain the appropriate amount of diversification" to meet the fiduciary standard of care requirements.
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“Are these individuals with a track record in the business and the financial wherewithal on how to bring a company public?” Steeno asked. “What’s the risk to the brand? What if it doesn’t go well?"
