![Lori D. Gillem](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Ms. Lori D.
Gillem is a Chief Operating Officer at West Coast Asset Management, Inc.
Ms. Gillem was previously employed as Head of Operations by Walstad Investment Counsel, Inc. and a Manager by STW Fixed Income Management.
Ms. Gillem received her undergraduate degree from Montgomery College.
Anciens postes connus de Lori D. Gillem
Sociétés | Poste | Fin |
---|---|---|
Walstad Investment Counsel, Inc.
![]() Walstad Investment Counsel, Inc. Investment ManagersFinance Walstad Investment Counsel, Inc. provides investment advice. The private company is based in Santa Barbara, CA. | Corporate Officer/Principal | 01/04/2005 |
STW Fixed Income Management
![]() STW Fixed Income Management Investment ManagersFinance Founded in 1977, STW Fixed Income Management is a registered investment advisor and specialty bond manager located in Carpinteria, California. The firm manages portfolios of taxable and tax-exempt bonds for high net-worth individuals, wealthy families, insurance companies, nuclear decommissioning trusts and settlement trusts. | Corporate Officer/Principal | 01/01/1995 |
West Coast Asset Management, Inc.
![]() West Coast Asset Management, Inc. Investment ManagersFinance Founded in 2000 by Paul Orfalea and Lance Helfert, West Coast Asset Management Inc. is a registered investment advisor located in Montecito, California. They manage the West Coast Opportunity Fund LLC. | Directeur des opérations | - |
Formation de Lori D. Gillem
Montgomery College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 3 |
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West Coast Asset Management, Inc.
![]() West Coast Asset Management, Inc. Investment ManagersFinance Founded in 2000 by Paul Orfalea and Lance Helfert, West Coast Asset Management Inc. is a registered investment advisor located in Montecito, California. They manage the West Coast Opportunity Fund LLC. | Finance |
Walstad Investment Counsel, Inc.
![]() Walstad Investment Counsel, Inc. Investment ManagersFinance Walstad Investment Counsel, Inc. provides investment advice. The private company is based in Santa Barbara, CA. | Finance |
STW Fixed Income Management
![]() STW Fixed Income Management Investment ManagersFinance Founded in 1977, STW Fixed Income Management is a registered investment advisor and specialty bond manager located in Carpinteria, California. The firm manages portfolios of taxable and tax-exempt bonds for high net-worth individuals, wealthy families, insurance companies, nuclear decommissioning trusts and settlement trusts. | Finance |