Profil
Mr. Bolton he received his Bachelor of Science degree in Management from Tulane University at the A.B.
Freeman School of Business in Economics & Finance.
He was awarded the NASD Series 7 and 24 security licenses, and is a Certified Market Analyst.
Prior to co-founding WestEnd Capital, he worked in Institutional Sales at Lehman Brothers (1991-1997), and then at Robertson Stephens, INC (1997-2002), where he became the Managing Director of Institutional Sales for the West Coast.
Together with Sean Cooper and George Bolton, Mr. Bolton manages the investment of our portfolios.
At WestEnd Mr. Bolton is specifically responsible for running the hedgefund, which he started with his own money.
Mr. Bolton is a widely recognized and respected market analyst in the Bay Area and has been interviewed on several occasions by Fox News.
Anciens postes connus de Charlie S. G. Bolton
| Sociétés | Poste | Fin |
|---|---|---|
WestEnd Capital Management LLC
 WestEnd Capital Management LLC Investment ManagersFinance WestEnd Capital Management LLC (WestEnd) is an independent SEC-registered wealth management firm headquartered in Santa Monica, California. The firm was founded by Gustave (Gus) Ozag in 2002. WestEnd provides advisory services on a discretionary basis to a privately offered pooled investment vehicle, WestEnd Partners LP (WEP), a California limited partnership which is intended for accredited investors with certain net worth requirements, as well as advisory services on a discretionary basis to individuals through separately managed accounts. | Directeur en chef des Investissements | 31/01/2007 |
| Robertson Stephens, Inc. | Corporate Officer/Principal | - |
Lehman Brothers Asset Management LLC
 Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Corporate Officer/Principal | - |
Formation de Charlie S. G. Bolton
| Tulane University (Louisiana) | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
WestEnd Capital Management LLC
WestEnd Capital Management LLC Investment ManagersFinance WestEnd Capital Management LLC (WestEnd) is an independent SEC-registered wealth management firm headquartered in Santa Monica, California. The firm was founded by Gustave (Gus) Ozag in 2002. WestEnd provides advisory services on a discretionary basis to a privately offered pooled investment vehicle, WestEnd Partners LP (WEP), a California limited partnership which is intended for accredited investors with certain net worth requirements, as well as advisory services on a discretionary basis to individuals through separately managed accounts. | Finance |
Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Finance |
| Robertson Stephens, Inc. | Finance |
