![Steve Ethridge](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Stephen A. Ethridge was previously employed as a Senior Portfolio Manager & CCO by Guardian Investment Management, a Principal by Stewart & Patten Co. LLC, a Principal by BTR Capital Management, Inc., a Principal by Spare, Kaplan, Bischel & Associates, and an Analyst by The Bank of California, NA.
He received his undergraduate degree from the University of Mississippi and an MBA from The University of Colorado.
Anciens postes connus de Steve Ethridge
| Sociétés | Poste | Fin |
|---|---|---|
Guardian Investment Management
 Guardian Investment Management Investment ManagersFinance GIM is long-term investors – not speculators – and their investment philosophy is conservative in nature. The firm offers several active investment strategies designed to grow capital and offer protection under adverse market conditions. Their active strategies seek to outperform their benchmarks on a risk-adjusted basis. | Compliance Officer | 01/02/2025 |
Stewart & Patten Co. LLC
 Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten is a conservative and income-orientated investor that focuses on financially strong companies with medium to large-cap. They invest client portfolios in stocks, taxable and tax-exempt bonds, and short-term instruments such as Treasury bills and money market funds. The firm selects stock paying dividends, where their fundamental analysis suggests good prospects for additional profit and dividend growth. A typical portfolio contains 25 to 30 stocks. | Analyst-Equity | 23/06/2010 |
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR is an active, long-term investor that manages equities, balanced and fixed income accounts. Their investment style is conservative and value-based, for both equity and fixed income investing. The firm’s investment decision-making process begins with asset allocation, which flows directly from their clients’ individually prepared Guidelines and Objectives statements. | Corporate Officer/Principal | 30/06/1993 |
SKBA Capital Management LLC
 SKBA Capital Management LLC Investment ManagersFinance SKBA aims to outperform their benchmarks over a market cycle while maintaining appropriate risk exposure. The firm applies a team based approach to the investment decision making process. Their research effort is centralized to ensure that investment ideas are implemented consistently across clients in each investment discipline. SKBA applies similar portfolio construction methods to all equity strategies. They aim to construct a portfolio of 40-60 stocks diversified by sector to control risk. Their bottom-up approach to stock selection highlights industries and sectors with the most attractive valuations. For fixed income, the strategy team uses active interest rate anticipation and the analysis of quality spreads to determine the composition of issues held in a portfolio. | Corporate Officer/Principal | 31/12/1991 |
The Bank of California, NA
 The Bank of California, NA Regional BanksFinance Commercial bank | Corporate Officer/Principal | - |
Formation de Steve Ethridge
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Stewart & Patten Co. LLC
Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten is a conservative and income-orientated investor that focuses on financially strong companies with medium to large-cap. They invest client portfolios in stocks, taxable and tax-exempt bonds, and short-term instruments such as Treasury bills and money market funds. The firm selects stock paying dividends, where their fundamental analysis suggests good prospects for additional profit and dividend growth. A typical portfolio contains 25 to 30 stocks. | Finance |
SKBA Capital Management LLC
SKBA Capital Management LLC Investment ManagersFinance SKBA aims to outperform their benchmarks over a market cycle while maintaining appropriate risk exposure. The firm applies a team based approach to the investment decision making process. Their research effort is centralized to ensure that investment ideas are implemented consistently across clients in each investment discipline. SKBA applies similar portfolio construction methods to all equity strategies. They aim to construct a portfolio of 40-60 stocks diversified by sector to control risk. Their bottom-up approach to stock selection highlights industries and sectors with the most attractive valuations. For fixed income, the strategy team uses active interest rate anticipation and the analysis of quality spreads to determine the composition of issues held in a portfolio. | Finance |
BTR Capital Management, Inc.
BTR Capital Management, Inc. Investment ManagersFinance BTR is an active, long-term investor that manages equities, balanced and fixed income accounts. Their investment style is conservative and value-based, for both equity and fixed income investing. The firm’s investment decision-making process begins with asset allocation, which flows directly from their clients’ individually prepared Guidelines and Objectives statements. | Finance |
Guardian Investment Management
Guardian Investment Management Investment ManagersFinance GIM is long-term investors – not speculators – and their investment philosophy is conservative in nature. The firm offers several active investment strategies designed to grow capital and offer protection under adverse market conditions. Their active strategies seek to outperform their benchmarks on a risk-adjusted basis. | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Mississippi
 University of Mississippi Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Bank of California, NA
The Bank of California, NA Regional BanksFinance Commercial bank | Finance |
