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Steve Philpott
Compliance Officer chez Nelson Capital Management LLC (California)
Postes actifs de Steve Philpott
Sociétés | Poste | Début | Fin |
---|---|---|---|
Nelson Capital Management LLC (California)
![]() Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers. | Compliance Officer | 01/05/2005 | - |
Gestionnaire de Portefeuille-Actions | 01/05/2005 | - |
Historique de carrière de Steve Philpott
Anciens postes connus de Steve Philpott
Sociétés | Poste | Début | Fin |
---|---|---|---|
Nelson Capital Management, Inc.
![]() Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Gestionnaire de Portefeuille-Actions | 01/08/1996 | 30/04/2005 |
Portfolio Manager-Fixed Income | 01/08/1996 | 30/04/2005 |
Formation de Steve Philpott
Santa Clara University | Undergraduate Degree |
University of San Francisco | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 1 |
Compliance Officer | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Nelson Capital Management, Inc.
![]() Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Finance |
Nelson Capital Management LLC (California)
![]() Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers. | Finance |
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