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Stein Andre Olavsrud
Compliance Officer at
Fulton Breakefield Broenniman LLC
Profile
Mr. Stein A. Olavsrud is an Executive Vice President & Chief Compliance Officer at Fulton Breakefield Broenniman LLC.
He is responsible for strategic planning for the firm, as well as managing client relationships and client investment portfolios.
He serves as a member of FBB’s investment committee.
With over 20 years of investment and financial planning experience.
Prior to joining FBB, Mr. Olavsrud was an Investment Consultant for Charles Schwab and Co. assisting clients in formulating and executing their investment strategies.
He is a graduate of Salisbury University’s Perdue School of Business where he earned a Bachelor of Science in finance.
Stein Andre Olavsrud active positions
| Companies | Position | Start |
|---|---|---|
Fulton Breakefield Broenniman LLC
 Fulton Breakefield Broenniman LLC Investment ManagersFinance FBB aims to build diversified portfolios tailored to its client’s preferences with a low-cost structure. The firm believes the best way to achieve this is through a combination of broad-based diversification through index exposure complimented by direct ownership in the equity and debt structure of individual companies. They accomplish this by identifying businesses where performance stems from fundamental improvement across the following characteristics: long-term business transformation, robust organic growth, shareholder-friendly use of capital, strong and sustainable cash flow, solid return on invested capital, secure balance sheets, and attractive valuation. | Compliance Officer | 01/01/2020 |
Former positions of Stein Andre Olavsrud
| Companies | Position | End |
|---|---|---|
American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
Training of Stein Andre Olavsrud
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
24
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
The Charles Schwab Corp.
 The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust services | Finance |
Fulton Breakefield Broenniman LLC
Fulton Breakefield Broenniman LLC Investment ManagersFinance FBB aims to build diversified portfolios tailored to its client’s preferences with a low-cost structure. The firm believes the best way to achieve this is through a combination of broad-based diversification through index exposure complimented by direct ownership in the equity and debt structure of individual companies. They accomplish this by identifying businesses where performance stems from fundamental improvement across the following characteristics: long-term business transformation, robust organic growth, shareholder-friendly use of capital, strong and sustainable cash flow, solid return on invested capital, secure balance sheets, and attractive valuation. | Finance |
Salisbury State University
 Salisbury State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Express Financial Advisors, Inc. |
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