Storia della carriera di Stephen Yeatman
Precedenti posizioni note di Stephen Yeatman
| Società | Posizione | Inizio | 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 | 01/01/1989 | 17/11/2022 |
| Gestore di Portafoglio-Azioni | 01/01/1989 | 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 |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Posizioni
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Masters Business Admin | 1 |
Settori
| Finance | 3 |
| Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
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- Insiders
- Stephen Yeatman
- Esperienza
