George Brown Bolton
Directeur en chef des Investissements chez WestEnd Capital Management LLC
Profil
Mr. George B.
Bolton is Chief Investment Officer & Portfolio Manager at WestEnd Capital Management LLC.
Mr. Bolton previously joined Alex Brown & Sons in Baltimore, Maryland and rose quickly, becoming a principal in 1989.
In 1987, George relocated to San Francisco.
In 1991, he became a Managing Partner at Alex Brown.
While leading institutional equity sales on the West Coast, Mr. Bolton also successfully ran separately managed accounts for high net worth individuals and generated notable returns well in excess of leading industry indexes.
In 2004, Mr. Bolton left DB Alex Brown to become a Partner and Chief Investment Officer at WestEnd Capital Management.
He graduated with honors from the University of Virginia in 1985 with a Bachelor of Arts degree in Economics.
Postes actifs de George Brown Bolton
Sociétés | Poste | Début |
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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 | 01/03/2004 |
Anciens postes connus de George Brown Bolton
Sociétés | Poste | Fin |
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Alex. Brown & Sons, Inc. | Analyst-Equity | - |
Formation de George Brown Bolton
University of Virginia | Undergraduate Degree |
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Entreprise privées | 2 |
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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 |
Alex. Brown & Sons, Inc. | Finance |