Profil
Steve Barton is the founder of Waterford Group LLC, which was founded in 2005.
He held the title of Senior Consultant at the time of founding.
Currently, he is a Member of the Board of Directors at Unity Bank (Clinton, New Jersey) since 2022.
Mr. Barton's former jobs include Director at Brightwood Capital Advisors LLC from 2019 to 2022, Director at BMO Family Office LLC from 2018 to 2019, Private Banking at Wells Fargo & Co. from 2002 to 2005, Investment Executive at Piper Sandler & Co. (Broker) from 1996 to 2000, and Private Banking at TCF International Bank from 2005 to 2008.
Mr. Barton received his undergraduate degree from Winona State University in 1987.
Postes actifs de Steve Barton
| Sociétés | Poste | Début |
|---|---|---|
Unity Bank (Clinton, New Jersey)
 Unity Bank (Clinton, New Jersey) Regional BanksFinance Unity Bank (Clinton, New Jersey) operates as state chartered commercial bank. It offers banking, lending, online and mobile, and Uchoose rewards services to the personal sector, and provides banking, lending, escrow account, merchant, payroll, and online services to the business sector. The company was founded in 1991 and is headquartered Clinton, NJ. | Directeur/Membre du Conseil | 01/08/2022 |
Waterford Group LLC
 Waterford Group LLC Financial ConglomeratesFinance Waterford Group LLC provides investment services in the hospitality and gaming sector. The firm offers hotel management, asset management, development and gaming services. The company was founded in 1986 and is headquartered in Waterford, CT. | Fondateur | 01/01/2005 |
Anciens postes connus de Steve Barton
| Sociétés | Poste | Fin |
|---|---|---|
Brightwood Capital Advisors LLC
 Brightwood Capital Advisors LLC Investment ManagersFinance Brightwood Capital Advisors LLC (Brightwood Capital Advisors) is a private equity firm founded in 2010 by Damien Dwin and Sengal Selassie. The firm is headquartered in New York. | Private Equity Investor | 01/01/2022 |
BMO Family Office LLC
 BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Directeur/Membre du Conseil | 01/09/2019 |
TCF International Bank
 TCF International Bank Regional BanksFinance Part of Huntington Bancshares, Inc., TCF International Bank is a bank holding company that provides commercial banking services. The company is based in Wayzata, MN. | Private Equity Investor | 01/01/2008 |
| WELLS FARGO & COMPANY | Corporate Officer/Principal | 01/01/2005 |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Corporate Officer/Principal | 01/01/2000 |
Formation de Steve Barton
| Winona State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| WELLS FARGO & COMPANY | Finance |
| Entreprise privées | 6 |
|---|---|
Brightwood Capital Advisors LLC
Brightwood Capital Advisors LLC Investment ManagersFinance Brightwood Capital Advisors LLC (Brightwood Capital Advisors) is a private equity firm founded in 2010 by Damien Dwin and Sengal Selassie. The firm is headquartered in New York. | Finance |
BMO Family Office LLC
BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Finance |
Unity Bank (Clinton, New Jersey)
Unity Bank (Clinton, New Jersey) Regional BanksFinance Unity Bank (Clinton, New Jersey) operates as state chartered commercial bank. It offers banking, lending, online and mobile, and Uchoose rewards services to the personal sector, and provides banking, lending, escrow account, merchant, payroll, and online services to the business sector. The company was founded in 1991 and is headquartered Clinton, NJ. | Finance |
Waterford Group LLC
Waterford Group LLC Financial ConglomeratesFinance Waterford Group LLC provides investment services in the hospitality and gaming sector. The firm offers hotel management, asset management, development and gaming services. The company was founded in 1986 and is headquartered in Waterford, CT. | Finance |
TCF International Bank
TCF International Bank Regional BanksFinance Part of Huntington Bancshares, Inc., TCF International Bank is a bank holding company that provides commercial banking services. The company is based in Wayzata, MN. | Finance |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Finance |