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Historique de carrière de Scott Upham
Anciens postes connus de Scott Upham
Sociétés | Poste | Début | Fin |
---|---|---|---|
Cribstone Capital Management LLC
![]() Cribstone Capital Management LLC Investment ManagersFinance Cribstone Capital Management LLC (Cribstone) is a registered investment advisor and wealth management firm headquartered in Augusta, Maine. The firm was founded by Scott E. Upham in 2015. In 2022, they were acquired by EP Wealth Advisors LLC, a portfolio company of EPWA, Inc. Cribstone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, endowments, foundations, corporations and business entities. | Directeur Général | 01/05/2015 | 01/01/2022 |
Compliance Officer | 01/05/2015 | 01/01/2022 | |
Fondateur | 01/05/2015 | 01/01/2022 | |
Membre du Comité d'Investissement | 01/05/2015 | 01/01/2022 | |
Gestionnaire de Portefeuille-Actions | 01/05/2015 | 01/01/2022 |
Formation de Scott Upham
University of Maine | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Founder | 1 |
Sectorielle
Finance | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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Cribstone Capital Management LLC
![]() Cribstone Capital Management LLC Investment ManagersFinance Cribstone Capital Management LLC (Cribstone) is a registered investment advisor and wealth management firm headquartered in Augusta, Maine. The firm was founded by Scott E. Upham in 2015. In 2022, they were acquired by EP Wealth Advisors LLC, a portfolio company of EPWA, Inc. Cribstone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, endowments, foundations, corporations and business entities. | Finance |
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