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Steven Lloyd Spare
Gestore di Portafoglio-Azioni presso CitizensTrust Wealth Management
Provenienza dei contatti di primo grado di Steven Lloyd Spare
Entità | Tipo di entità | Settore Industriale | |
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CitizensTrust Wealth Management
![]() CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust Wealth Management (CitizensTrust) is a wealth management firm headquartered in Ontario, California. The firm is owned by Citizens Business Bank, a subsidiary of CVB Financial Corp. (NASDAQ: CVBF). CitizensTrust provides trust and wealth management services to individuals and families, businesses, endowments and foundations, and Taft Hartley plans.
2
| Subsidiary | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Steven Lloyd Spare tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Oakmont Corp.
![]() Oakmont Corp. Investment ManagersFinance Oakmont Corp. is a private family office and registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Day in 1980. Oakmont provides investment advice to high-net worth individuals, trusts, corporations, foundations, partnerships and limited liability companies. | Investment Managers | Analyst-Equity | |
TCW Asset Management Co. LLC
![]() TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Portfolio Manager-Equities | |
St. Mary's College of California | College/University | Undergraduate Degree | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin | |
Big Brothers Big Sisters of Greater Los Angeles | Director/Board Member | ||
AVR Asset Management LLC
![]() AVR Asset Management LLC Investment ManagersFinance AVR Asset Management LLC is a hedge fund manager located in San Francisco, California. | Investment Managers | Chief Investment Officer | |
CVB FINANCIAL CORP. | Regional Banks | Chief Investment Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 10 |
Settori
Finance | 7 |
Consumer Services | 3 |
Posizioni
Portfolio Manager-Equities | 4 |
Chief Investment Officer | 3 |
Analyst-Equity | 2 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Contatti più connessi
Insiders | |
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Don Evenson | 10 |
Richard McDonald | 1 |
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