Elbridge H. Stuart
Nessuna posizione attualmente
Profilo
Prior to joining Coldstream Capital Management, Mr. Stuart was a Senior Research Analyst and Institutional Portfolio Manager for Sander Capital Management.
After earning his Bachelor of Arts from Stanford University in 1970, he began his business career in the computer industry.
From 1970 to 1985, he occupied a variety of positions in medium and large firms including General Electric, Tymshare and ASK Computer in the areas of hardware support, large system software design and software product management.
In 1986, he began his financial career and moved to a small fee-based financial planner in Palo Alto California.
Since then, he has worked for several investment firms in the areas of investment banking, equity research and portfolio management.
In 1994, he joined Sander Capital, a northwest based investment management firm that specialized in managing high net worth assets.
During his tenure there, he was responsible for initial implementation of the firm’s institutional management activities.
His responsibilities included investment research, general securities trading, and portfolio management.
Mr. Stuart is a member of the Seattle Society of Financial Analysts and the Foundation Financial Officers Group.
In addition, he is a member of the Whitman College investment committee, and serves as a board member and treasurer to Overlake School, a private school in Redmond, Washington.
He is also a board member and acting CFO to the Stuart Foundation, a non-profit foundation providing funds for childrens’ issues in Washington and California.
Precedenti posizioni note di Elbridge H. Stuart
| Società | Posizione | Fine |
|---|---|---|
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Analyst-Equity | 31/10/2009 |
Sander Capital Advisors, Inc.
 Sander Capital Advisors, Inc. Investment ManagersFinance Sander Capital Advisors, Inc. (SCA) is an independent SEC-registered investment advisor and multi-family office headquartered in Seattle, Washington. The origins of the firm date back to 1979 when the founder and principal, Robert Sander, began managing portfolios at Kidder Peabody. The firm was incorporated in 1983. SCA builds and manages portfolios that consist primarily of large-cap equity securities for individuals, families and charitable organizations. | Gestore di Portafoglio-Azioni | 01/01/2001 |
The ASK Group, Inc.
 The ASK Group, Inc. Information Technology ServicesTechnology Services Part of Broadcom Inc., The ASK Group, Inc. is a turnkey vendor that provides computer systems. The company is based in Mountain View, CA. The ASK Group was acquired by CA Technologies, Inc., part of Broadcom Inc. from November 06, 2018 on June 24, 1994 for $308.70 million. The company was founded by Sandra L. Kurtzig. | Corporate Officer/Principal | - |
| Tymshare, Inc. | Corporate Officer/Principal | - |
| GE AEROSPACE | Corporate Officer/Principal | - |
Formazione di Elbridge H. Stuart
| Stanford University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| GE AEROSPACE | Producer Manufacturing |
| Aziende private | 4 |
|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
Sander Capital Advisors, Inc.
Sander Capital Advisors, Inc. Investment ManagersFinance Sander Capital Advisors, Inc. (SCA) is an independent SEC-registered investment advisor and multi-family office headquartered in Seattle, Washington. The origins of the firm date back to 1979 when the founder and principal, Robert Sander, began managing portfolios at Kidder Peabody. The firm was incorporated in 1983. SCA builds and manages portfolios that consist primarily of large-cap equity securities for individuals, families and charitable organizations. | Finance |
| Tymshare, Inc. | Technology Services |
The ASK Group, Inc.
The ASK Group, Inc. Information Technology ServicesTechnology Services Part of Broadcom Inc., The ASK Group, Inc. is a turnkey vendor that provides computer systems. The company is based in Mountain View, CA. The ASK Group was acquired by CA Technologies, Inc., part of Broadcom Inc. from November 06, 2018 on June 24, 1994 for $308.70 million. The company was founded by Sandra L. Kurtzig. | Technology Services |
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