Steven Lloyd Spare
Gestionnaire de Portefeuille-Actions chez CitizensTrust Wealth Management
Postes actifs de Steven Lloyd Spare
Sociétés | Poste | Début | Fin |
---|---|---|---|
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 | - | - |
Historique de carrière de Steven Lloyd Spare
Anciens postes connus de Steven Lloyd Spare
Sociétés | Poste | Début | 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 | 14/07/2010 | - |
Formation de Steven Lloyd Spare
California State Polytechnic University (Pomona) | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Corporate Officer/Principal | 3 |
Sales & Marketing | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 6 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
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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 |
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