Steven M. H. Wallman

Founder at FOLIOfn, Inc.

Commercial Services

Finance

Technology Services

Profile

Steven M.
H.
Wallman is the founder of FOLIOfn, Inc. (founded in 1998) where he holds the title of Chief Executive Officer & Director.
He is currently a Director at Certified Financial Planner Board of Standards, Inc. (since 2023).
In the past, he worked as a Member at The Brookings Institution, a Partner at Covington & Burling LLP, and as a Principal at US Securities & Exchange Commission (from 1994 to 1997).
Mr. Wallman's education includes an undergraduate degree from The Trustees of Columbia University in The City of New York and a graduate degree from Massachusetts Institute of Technology.

Steven M. H. Wallman active positions

Companies	Position	Start
FOLIOfn, Inc. FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA.	Founder	2011-03-23
Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.	Director/Board Member	2022-12-31

All active positions of Steven M. H. Wallman

Former positions of Steven M. H. Wallman

Companies	Position	End
US Securities & Exchange Commission	Corporate Officer/Principal	1996-12-31
Covington & Burling LLP Covington & Burling LLP Miscellaneous Commercial ServicesCommercial Services Covington & Burling LLP provides legal services. It also provides support services in the following administrative departments including accounting, human resources, information research services, information technology services, library, operations, marketing, practice systems support, recruitment, attorney and alumni relations, and professional development. The company was founded by J. Harry Covington and Edward B. Burling on January 1, 1919 and is headquartered in Washington, DC.	Corporate Officer/Principal	-
The Brookings Institution The Brookings Institution Miscellaneous Commercial ServicesCommercial Services The Brookings Institution provides research and policy solutions. The firm's activities are carried out through four research programs: economic studies, foreign policy studies, governance studies, and metropolitan policy. The company was founded in 1916 and is headquartered in Washington, DC.	Corporate Officer/Principal	-

See the detail of Steven M. H. Wallman's experience

Training of Steven M. H. Wallman

The Trustees of Columbia University in The City of New York	Undergraduate Degree
Massachusetts Institute of Technology	Graduate Degree

Experiences
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Linked companies

Private companies	5
FOLIOfn, Inc. FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA.	Technology Services
The Brookings Institution The Brookings Institution Miscellaneous Commercial ServicesCommercial Services The Brookings Institution provides research and policy solutions. The firm's activities are carried out through four research programs: economic studies, foreign policy studies, governance studies, and metropolitan policy. The company was founded in 1916 and is headquartered in Washington, DC.	Commercial Services
US Securities & Exchange Commission	Finance
Covington & Burling LLP Covington & Burling LLP Miscellaneous Commercial ServicesCommercial Services Covington & Burling LLP provides legal services. It also provides support services in the following administrative departments including accounting, human resources, information research services, information technology services, library, operations, marketing, practice systems support, recruitment, attorney and alumni relations, and professional development. The company was founded by J. Harry Covington and Edward B. Burling on January 1, 1919 and is headquartered in Washington, DC.	Commercial Services
Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.	Commercial Services

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