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Paul Touchstone
Gestore di Portafoglio-Azioni presso Fort Point Capital Partners LLC
Profilo
Paul Robert Touchstone is currently the Managing Partner at Fort Point Capital Partners LLC since 2012.
Prior to this, he worked as the Director of Operations at Schroeder Capital Management LLC and as a Senior Investment Strategist & Portfolio Manager at Stone & Youngberg LLC.
He completed his undergraduate degree from Western State College of Colorado in 2000.
Posizioni attive di Paul Touchstone
Società | Posizione | Inizio |
---|---|---|
Fort Point Capital Partners LLC
![]() Fort Point Capital Partners LLC Investment ManagersFinance Fort Point Capital Partners LLC (Fort Point) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded in 2008 by Ralph M. Drybrough, III. Fort Point provides comprehensive wealth planning and a broad array of bespoke, option-enhanced portfolio management and hedging solutions to institutional clients such as wealth advisory firms, banks, family offices and non-profit organizations. | Gestore di Portafoglio-Azioni | 01/03/2012 |
Precedenti posizioni note di Paul Touchstone
Società | Posizione | Fine |
---|---|---|
Schroeder Capital Management LLC
![]() Schroeder Capital Management LLC Investment ManagersFinance Schroeder Capital Management LLC provides investment advice. The private company is based in Lafayette, CA. | Corporate Officer/Principal | - |
Stone & Youngberg LLC
![]() Stone & Youngberg LLC Investment Banks/BrokersFinance Founded in 1931, Stone & Youngberg LLC is a broker/dealer located in San Francisco with an additional office in Chicago. The firm is a subsidiary of Stone & Youngberg Holdings LLC. Stone & Youngberg structures and distributes fixed-income securities for their clients which include financial institutions, investment managers, pension funds, insurance companies, state and local governments and hedge funds in California and throughout the US. The firm's research group supports the firm's sales, trading, and public finance efforts by tracking the firm's underwritings in the primary and secondary markets, particularly the below investment-grade issues. | Analista-Rendimento Fisso | 17/12/2010 |
Formazione di Paul Touchstone
Western State College of Colorado | 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 | 3 |
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Stone & Youngberg LLC
![]() Stone & Youngberg LLC Investment Banks/BrokersFinance Founded in 1931, Stone & Youngberg LLC is a broker/dealer located in San Francisco with an additional office in Chicago. The firm is a subsidiary of Stone & Youngberg Holdings LLC. Stone & Youngberg structures and distributes fixed-income securities for their clients which include financial institutions, investment managers, pension funds, insurance companies, state and local governments and hedge funds in California and throughout the US. The firm's research group supports the firm's sales, trading, and public finance efforts by tracking the firm's underwritings in the primary and secondary markets, particularly the below investment-grade issues. | Finance |
Schroeder Capital Management LLC
![]() Schroeder Capital Management LLC Investment ManagersFinance Schroeder Capital Management LLC provides investment advice. The private company is based in Lafayette, CA. | Finance |
Fort Point Capital Partners LLC
![]() Fort Point Capital Partners LLC Investment ManagersFinance Fort Point Capital Partners LLC (Fort Point) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded in 2008 by Ralph M. Drybrough, III. Fort Point provides comprehensive wealth planning and a broad array of bespoke, option-enhanced portfolio management and hedging solutions to institutional clients such as wealth advisory firms, banks, family offices and non-profit organizations. | Finance |
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