Steven Lloyd Spare
Gestionnaire de Portefeuille-Actions chez CitizensTrust Wealth Management
Profil
Mr. Steven L.
Spare, CFA, is a Vice President & Senior Portfolio Officer at CitizensTrust Wealth Management.
He brings over 25 years of experience to this role, having worked throughout his career with institutional and individual wealth management clients.
Mr. Spare broad investment background includes knowledge in the areas of financial analysis, portfolio management, client relationship management and product development.
He received his BA degree from California Polytechnic State University, San Luis Obispo and he is a Chartered Financial Analyst and a member the CFA Institute.
Postes actifs de Steven Lloyd Spare
| Sociétés | Poste | Début |
|---|---|---|
CitizensTrust Wealth Management
 CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust Wealth Management (CitizensTrust) is a wealth management firm headquartered in Ontario, California. The firm is owned by Citizens Business Bank, a subsidiary of CVB Financial Corp. (NASDAQ: CVBF). CitizensTrust provides trust and wealth management services to individuals and families, businesses, endowments and foundations, and Taft Hartley plans. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Steven Lloyd Spare
| Sociétés | Poste | Fin |
|---|---|---|
Froley, Revy Investment Co., Inc. /Management/
 Froley, Revy Investment Co., Inc. /Management/ Financial ConglomeratesFinance Froley, Revy Investment Co., Inc. is a private company based in Los Angeles, CA. Led by management, the company provides investment services. | Corporate Officer/Principal | - |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Corporate Officer/Principal | - |
Lind-Waldock & Co.
 Lind-Waldock & Co. Investment Banks/BrokersFinance Lind-Waldock & Co. is a company that provides futures brokering services. The company is based in Chicago, IL. Lind-Waldock was acquired by REFCO Group Ltd. LLC on February 24, 2000. | Corporate Officer/Principal | - |
300 North Capital LLC
 300 North Capital LLC Investment ManagersFinance Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time. | Sales & Marketing | - |
Formation de Steven Lloyd Spare
| California State Polytechnic University (Pomona) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
300 North Capital LLC
300 North Capital LLC Investment ManagersFinance Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time. | Finance |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Finance |
Lind-Waldock & Co.
Lind-Waldock & Co. Investment Banks/BrokersFinance Lind-Waldock & Co. is a company that provides futures brokering services. The company is based in Chicago, IL. Lind-Waldock was acquired by REFCO Group Ltd. LLC on February 24, 2000. | Finance |
Froley, Revy Investment Co., Inc. /Management/
Froley, Revy Investment Co., Inc. /Management/ Financial ConglomeratesFinance Froley, Revy Investment Co., Inc. is a private company based in Los Angeles, CA. Led by management, the company provides investment services. | Finance |
CitizensTrust Wealth Management
CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust Wealth Management (CitizensTrust) is a wealth management firm headquartered in Ontario, California. The firm is owned by Citizens Business Bank, a subsidiary of CVB Financial Corp. (NASDAQ: CVBF). CitizensTrust provides trust and wealth management services to individuals and families, businesses, endowments and foundations, and Taft Hartley plans. | Finance |
