Profilo
Stephen Palmer Yeatman was the founder of BTR Capital Management, Inc. which was founded in 1989, where he held the title of Principal from 1989 to 2022.
He worked as an Analyst at White, Weld & Co. LLC.
Mr. Yeatman earned an MBA degree from the University of Pennsylvania and an undergraduate degree from Bucknell University.
Precedenti posizioni note di Stephen Yeatman
| Società | Posizione | Fine |
|---|---|---|
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Fondatore | 17/11/2022 |
White, Weld & Co. LLC
 White, Weld & Co. LLC Financial ConglomeratesFinance White, Weld & Co. LLC provides financial services. The private company is based in New York, NY. | Corporate Officer/Principal | - |
Formazione di Stephen Yeatman
| University of Pennsylvania | Masters Business Admin |
| Bucknell 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
| Aziende private | 2 |
|---|---|
BTR Capital Management, Inc.
BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Finance |
White, Weld & Co. LLC
White, Weld & Co. LLC Financial ConglomeratesFinance White, Weld & Co. LLC provides financial services. The private company is based in New York, NY. | Finance |
- Borsa valori
- Insiders
- Stephen Yeatman
