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Steve Ethridge
Compliance Officer chez Guardian Investment Management
Postes actifs de Steve Ethridge
Sociétés | Poste | Début | Fin |
---|---|---|---|
Guardian Investment Management
![]() Guardian Investment Management Investment ManagersFinance Guardian Investment Management (GIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tiburon, California. The firm was founded by Robert M. Tomasello and Donald L. Hansen in 1976 as a partnership. GIM provides investment management services to individuals, trusts, charitable foundations, retirement plans, estates, and corporations. | Compliance Officer | 01/05/2013 | - |
Gestionnaire de Portefeuille-Actions | 01/05/2013 | - |
Historique de carrière de Steve Ethridge
Anciens postes connus de Steve Ethridge
Sociétés | Poste | Début | Fin |
---|---|---|---|
Stewart & Patten Co. LLC
![]() Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten Co. LLC (Stewart & Patten) is a SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by John (Jack) Stewart and Ronald Patten in 1965. In 1998, they became a Limited Liability Company (LLC) within the State of California. Stewart & Patten provides independent and unbiased investment management. Although most of their clients are individuals, some clients are trusts, charitable foundations, retirement plans, estates, or corporations. | Analyst-Equity | 01/07/1993 | 23/06/2010 |
Analyst-Fixed Income | 01/07/1993 | 23/06/2010 | |
Gestionnaire de Portefeuille-Actions | 01/07/1993 | 01/04/2013 | |
Portfolio Manager-Fixed Income | 01/07/1993 | 01/04/2013 | |
BTR Capital Management, Inc.
![]() BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Corporate Officer/Principal | 02/01/1991 | 30/06/1993 |
SKBA Capital Management LLC
![]() SKBA Capital Management LLC Investment ManagersFinance SKBA Capital Management LLC (SKBA) is an independent registered investment advisor headquartered in San Francisco, California. The firm was founded by Andrew Bischel in 1989. SKBA manages assets for individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, state or municipal government entities, mutual funds and insurance companies. | Corporate Officer/Principal | 01/01/1988 | 31/12/1991 |
The Bank of California, NA | Corporate Officer/Principal | 01/01/1988 | - |
Formation de Steve Ethridge
University of Mississippi | Undergraduate Degree |
The University of Colorado | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 8 |
Opérationnelle
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Sectorielle
Finance | 6 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
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Stewart & Patten Co. LLC
![]() Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten Co. LLC (Stewart & Patten) is a SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by John (Jack) Stewart and Ronald Patten in 1965. In 1998, they became a Limited Liability Company (LLC) within the State of California. Stewart & Patten provides independent and unbiased investment management. Although most of their clients are individuals, some clients are trusts, charitable foundations, retirement plans, estates, or corporations. | Finance |
SKBA Capital Management LLC
![]() SKBA Capital Management LLC Investment ManagersFinance SKBA Capital Management LLC (SKBA) is an independent registered investment advisor headquartered in San Francisco, California. The firm was founded by Andrew Bischel in 1989. SKBA manages assets for individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, state or municipal government entities, mutual funds and insurance companies. | Finance |
BTR Capital Management, Inc.
![]() BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Finance |
The Bank of California, NA | Finance |
Guardian Investment Management
![]() Guardian Investment Management Investment ManagersFinance Guardian Investment Management (GIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tiburon, California. The firm was founded by Robert M. Tomasello and Donald L. Hansen in 1976 as a partnership. GIM provides investment management services to individuals, trusts, charitable foundations, retirement plans, estates, and corporations. | Finance |
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