![Steve Salvatore Caltagirone](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. Steve S.
Caltagirone is Client Advisor at Mission Wealth Management LLC.
He joined the firm in 2013.
Prior to joining Mission Wealth, Mr. Caltagirone worked at Elmwood Wealth Management, where he served as a Portfolio Manager and Financial Planner.
Earlier in his career, he served as a client advisor with San Francisco-based Osborne Partners Capital Management.
Prior to joining Osborne, he was with Bingham, Osborn & Scarborough.
Before that, he was Fisher Investments where he served as a Group Manager of Investment Counselors within the Private Client Group.
Prior to his role in management, he worked as an Investment Counselor himself, managing 150 relationships with complex investment and financial planning needs.
Earlier in his career, he worked with Banc of America Securities as a Supervisor of Global Operations and with Montgomery Asset Management as a Senior Associate focusing on foreign equities.
Mr. Caltagirone graduated from St. Mary's College with a B.S.
in Finance and earned an MBA from Vanderbilt University.
Anciens postes connus de Steve Salvatore Caltagirone
| Sociétés | Poste | Fin |
|---|---|---|
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation. | Corporate Officer/Principal | - |
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance BOS engages in a disciplined, long-term investment approach and does not engage in short-term market timing in an effort to increase portfolio returns. The firm’s overarching goal is to develop investment strategies that provide clients with the highest probability of achieving their financial goals. Their investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. BOS then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. The methods they use to analyze investments rely heavily on analytical tools and historical databases of securities prices that they have developed in-house. | Gestionnaire de Portefeuille-Actions | 01/01/2009 |
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy. | Corporate Officer/Principal | 31/12/2007 |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Montgomery Asset Management Corp.
 Montgomery Asset Management Corp. Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | - |
Formation de Steve Salvatore Caltagirone
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy. | Finance |
Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation. | Finance |
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance BOS engages in a disciplined, long-term investment approach and does not engage in short-term market timing in an effort to increase portfolio returns. The firm’s overarching goal is to develop investment strategies that provide clients with the highest probability of achieving their financial goals. Their investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. BOS then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. The methods they use to analyze investments rely heavily on analytical tools and historical databases of securities prices that they have developed in-house. | Finance |
Vanderbilt University
 Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
St. Mary's University
 St. Mary's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Montgomery Asset Management Corp.
Montgomery Asset Management Corp. Investment ManagersFinance Provides investment management services | Finance |
