George Brown Bolton
Direttore degli Investimenti presso WestEnd Capital Management LLC
Profilo
Mr. George B.
Bolton is Chief Investment Officer & Portfolio Manager at WestEnd Capital Management LLC.
Mr. Bolton previously joined Alex Brown & Sons in Baltimore, Maryland and rose quickly, becoming a principal in 1989.
In 1987, George relocated to San Francisco.
In 1991, he became a Managing Partner at Alex Brown.
While leading institutional equity sales on the West Coast, Mr. Bolton also successfully ran separately managed accounts for high net worth individuals and generated notable returns well in excess of leading industry indexes.
In 2004, Mr. Bolton left DB Alex Brown to become a Partner and Chief Investment Officer at WestEnd Capital Management.
He graduated with honors from the University of Virginia in 1985 with a Bachelor of Arts degree in Economics.
Posizioni attive di George Brown Bolton
Società | Posizione | Inizio |
---|---|---|
WestEnd Capital Management LLC
WestEnd Capital Management LLC Investment ManagersFinance WestEnd Capital Management LLC (WestEnd) is an independent SEC-registered wealth management firm headquartered in Santa Monica, California. The firm was founded by Gustave (Gus) Ozag in 2002. WestEnd provides advisory services on a discretionary basis to a privately offered pooled investment vehicle, WestEnd Partners LP (WEP), a California limited partnership which is intended for accredited investors with certain net worth requirements, as well as advisory services on a discretionary basis to individuals through separately managed accounts. | Direttore degli Investimenti | 01/03/2004 |
Precedenti posizioni note di George Brown Bolton
Società | Posizione | Fine |
---|---|---|
Alex. Brown & Sons, Inc. | Analyst-Equity | - |
Formazione di George Brown Bolton
University of Virginia | 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
Aziende private | 2 |
---|---|
WestEnd Capital Management LLC
WestEnd Capital Management LLC Investment ManagersFinance WestEnd Capital Management LLC (WestEnd) is an independent SEC-registered wealth management firm headquartered in Santa Monica, California. The firm was founded by Gustave (Gus) Ozag in 2002. WestEnd provides advisory services on a discretionary basis to a privately offered pooled investment vehicle, WestEnd Partners LP (WEP), a California limited partnership which is intended for accredited investors with certain net worth requirements, as well as advisory services on a discretionary basis to individuals through separately managed accounts. | Finance |
Alex. Brown & Sons, Inc. | Finance |
- Borsa valori
- Insiders
- George Brown Bolton