Steven Alexson
Direttore operativo presso Surlamer Investments LLC
Posizioni attive di Steven Alexson
Società | Posizione | Inizio | Fine |
---|---|---|---|
Surlamer Investments LLC
Surlamer Investments LLC Investment ManagersFinance Surlamer Investments LLC (Surlamer) is a private wealth management firm headquartered in Newport Beach, California. The firm was founded by Dr. Fariborz Maseeh. Surlamer provides investment advice to high net worth clients. | Direttore operativo | 01/01/2022 | - |
Storia della carriera di Steven Alexson
Precedenti posizioni note di Steven Alexson
Società | Posizione | Inizio | Fine |
---|---|---|---|
Paulson Investment Co. LLC
Paulson Investment Co. LLC Investment ManagersFinance Paulson Investment Co. LLC Operates as a secondary financial vehicle. It specializes in private placements and investment banking. The company was founded by Jacqueline M. Paulson in 1970 and is headquartered in Portland, OR. | Investitore di Private Equity | 01/04/2021 | 31/12/2021 |
Nuvest Ventures LLC
Nuvest Ventures LLC Investment ManagersFinance Nuvest Ventures LLC (Nuvest Ventures) is a private equity and venture capital firm founded in 2003. The firm is headquartered in Newport Beach, California. | Investitore di Private Equity | 01/07/2019 | 30/04/2021 |
Alexson Bros.
Alexson Bros. Investment ManagersFinance Alexson Bros. provides investment services. Its services include custom investment management. investment and retirement planning, portfolio accounting and reporting, back and middle office support, taxes, estate planning, life insurance, and financial planning. The company was founded by Steven B. Alexson in 2015 and is headquartered in Irvine, CA. | Direttore degli Investimenti | 01/09/2015 | 30/11/2019 |
Fondatore | 01/09/2015 | 30/11/2019 | |
Presidente | 01/09/2015 | 30/11/2019 | |
Alpha Cubed Investments LLC
Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds). | Fondatore | 01/10/2011 | 30/09/2015 |
Gestore di Portafoglio-Azioni | 01/10/2011 | 30/09/2015 | |
Portfolio Manager-Fixed Income | 01/10/2011 | 30/09/2015 | |
Presidente | 01/10/2011 | 30/09/2015 | |
Miven Family Office
Miven Family Office Financial ConglomeratesFinance Miven Family Office operates an investment office. The private company is based in Newport Beach, CA. | Corporate Officer/Principal | 01/07/2005 | 30/11/2011 |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Corporate Officer/Principal | 31/12/2004 | 31/12/2004 |
Salomon Smith Barney, Inc. | Corporate Officer/Principal | - | - |
Formazione di Steven Alexson
University of California, Santa Barbara | Undergraduate Degree |
Paul Merage School of Business | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 10 |
2 |
Posizioni
Corporate Officer/Principal | 3 |
Founder | 2 |
President | 2 |
Settori
Finance | 9 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 8 |
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Alpha Cubed Investments LLC
Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds). | Finance |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
Salomon Smith Barney, Inc. | Finance |
Alexson Bros.
Alexson Bros. Investment ManagersFinance Alexson Bros. provides investment services. Its services include custom investment management. investment and retirement planning, portfolio accounting and reporting, back and middle office support, taxes, estate planning, life insurance, and financial planning. The company was founded by Steven B. Alexson in 2015 and is headquartered in Irvine, CA. | Finance |
Nuvest Ventures LLC
Nuvest Ventures LLC Investment ManagersFinance Nuvest Ventures LLC (Nuvest Ventures) is a private equity and venture capital firm founded in 2003. The firm is headquartered in Newport Beach, California. | Finance |
Surlamer Investments LLC
Surlamer Investments LLC Investment ManagersFinance Surlamer Investments LLC (Surlamer) is a private wealth management firm headquartered in Newport Beach, California. The firm was founded by Dr. Fariborz Maseeh. Surlamer provides investment advice to high net worth clients. | Finance |
Paulson Investment Co. LLC
Paulson Investment Co. LLC Investment ManagersFinance Paulson Investment Co. LLC Operates as a secondary financial vehicle. It specializes in private placements and investment banking. The company was founded by Jacqueline M. Paulson in 1970 and is headquartered in Portland, OR. | Finance |
Miven Family Office
Miven Family Office Financial ConglomeratesFinance Miven Family Office operates an investment office. The private company is based in Newport Beach, CA. | Finance |
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