Tom Abbott
Amministratore Delegato presso Boltwood Capital Management
Posizioni attive di Tom Abbott
Società | Posizione | Inizio | Fine |
---|---|---|---|
Boltwood Capital Management
Boltwood Capital Management Investment ManagersFinance Founded in 1986, Boltwood Capital Management is a wealth management firm and registered investment advisor located in Walnut Creek, California. The firm actively manages diversified portfolios for taxable and non-taxable clients including high net-worth individuals, trusts, non-profits, foundations and retirement accounts. | Amministratore Delegato | 01/01/2000 | - |
Presidente | 01/01/2023 | - | |
Membro del Comitato di Investimento | 01/01/2000 | - | |
Portfolio Manager-Fixed Income | 01/01/2000 | - |
Storia della carriera di Tom Abbott
Precedenti posizioni note di Tom Abbott
Società | Posizione | Inizio | Fine |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | 31/12/1999 | 31/12/1999 |
Vestek Systems, Inc.
Vestek Systems, Inc. Information Technology ServicesTechnology Services Part of Woodbridge Co. Ltd. /New/, Vestek Systems, Inc. is a computer software company that operates in the banking industry. The company is based in San Francisco, CA. Vestek Systems was acquired by Primark Corp. on May 24, 1994 for $6.90 million. | Corporate Officer/Principal | 01/01/1987 | - |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | 01/01/1977 | - |
Formazione di Tom Abbott
Pomona College | Undergraduate Degree |
Stanford University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Corporate Officer/Principal | 3 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Technology Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Aziende private | 3 |
---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
Vestek Systems, Inc.
Vestek Systems, Inc. Information Technology ServicesTechnology Services Part of Woodbridge Co. Ltd. /New/, Vestek Systems, Inc. is a computer software company that operates in the banking industry. The company is based in San Francisco, CA. Vestek Systems was acquired by Primark Corp. on May 24, 1994 for $6.90 million. | Technology Services |
Boltwood Capital Management
Boltwood Capital Management Investment ManagersFinance Founded in 1986, Boltwood Capital Management is a wealth management firm and registered investment advisor located in Walnut Creek, California. The firm actively manages diversified portfolios for taxable and non-taxable clients including high net-worth individuals, trusts, non-profits, foundations and retirement accounts. | Finance |
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