Steven Edward Cutcliffe
Chief Executive Officer presso Abbrea Capital LLC
Profilo
Steven Edward Cutcliffe has founded Abbrea Capital LLC in 2015, where he currently holds the title of Managing Director & Manager.
(Wealth Management) and Hanson Investment Management Co. He was also the President at CSI Capital Management, Inc. from 2003 to 2011 and President at 3Bridge Capital LLC.
Additionally, he held the position of Vice President at McGinn Smith & Co. Securities.
Mr. Cutcliffe received his undergraduate degree from Dartmouth College in 1981 and his MBA from Tuck School of Business at Dartmouth in 1986.
Posizioni attive di Steven Edward Cutcliffe
Società | Posizione | Inizio |
---|---|---|
Abbrea Capital LLC
Abbrea Capital LLC Investment ManagersFinance Abbrea Capital LLC is a registered independent wealth management firm headquartered in Sausalito, California. The firm was co-founded by Steven Cutcliffe and William Osher in 2015. It serves as the investment adviser to clients with separately managed accounts. | Chief Executive Officer | 01/07/2015 |
Precedenti posizioni note di Steven Edward Cutcliffe
Società | Posizione | Fine |
---|---|---|
CSI Capital Management, Inc.
CSI Capital Management, Inc. Investment ManagersFinance CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family. | President | 01/05/2011 |
3Bridge Capital LLC | President | 01/01/2003 |
SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Portfolio Manager-Equities | - |
McGinn Smith & Co. Securities
McGinn Smith & Co. Securities Investment Banks/BrokersFinance Founded in 1980, McGinn Smith & Co. Securities is a privately-held, full-service investment banking and brokerage firm. Headquartered in Albany, New York, they also provide online trading services. Key industries include media, entertainment and leisure, insurance, finance and technology. The firm is a member of the NASD and the SIPC. | Corporate Officer/Principal | - |
Hanson Investment Management Co. | Portfolio Manager-Equities | - |
Formazione di Steven Edward Cutcliffe
Dartmouth College | Undergraduate Degree |
Tuck School of Business at Dartmouth | Masters Business Admin |
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 | 6 |
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SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Finance |
Hanson Investment Management Co. | Finance |
CSI Capital Management, Inc.
CSI Capital Management, Inc. Investment ManagersFinance CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family. | Finance |
3Bridge Capital LLC | Finance |
McGinn Smith & Co. Securities
McGinn Smith & Co. Securities Investment Banks/BrokersFinance Founded in 1980, McGinn Smith & Co. Securities is a privately-held, full-service investment banking and brokerage firm. Headquartered in Albany, New York, they also provide online trading services. Key industries include media, entertainment and leisure, insurance, finance and technology. The firm is a member of the NASD and the SIPC. | Finance |
Abbrea Capital LLC
Abbrea Capital LLC Investment ManagersFinance Abbrea Capital LLC is a registered independent wealth management firm headquartered in Sausalito, California. The firm was co-founded by Steven Cutcliffe and William Osher in 2015. It serves as the investment adviser to clients with separately managed accounts. | Finance |
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