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Andrew Charles Cattano
Gestor de Cartera-Acciones en Occidental Asset Management LLC .
Perfil
Mr. Andrew C.
Cattano is a Managing Principal & Executive Director of Wealth Management & Family Office Services at Occidental Asset Management LLC.
He joined the firm in August 2013.
His principal duties include portfolio management and diversification services for high net worth individuals.
He was previously the President of ACC Investment Management, Inc. from its founding in January 2001 until August 2013.
Previous to starting ACCIMI, he was an Associate Vice President with Morgan Stanley.
He received a BA in English from the University of California, Berkeley in 1989 and an MBA with Honors, Finance Emphasis, from St. Mary’s College of California in 1999.
Cargos activos de Andrew Charles Cattano
Empresas | Cargo | Inicio |
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Occidental Asset Management LLC
![]() Occidental Asset Management LLC Investment ManagersFinance Occidental Asset Management LLC is a SEC-registered investment advisor and wealth management firm headquartered Burlingame, California. The firm was founded by Chuck Cattano III in 2013 and is wholly-owned by OCCAM Capital LLC. Occidental Asset Management provides investment supervisory services on a discretionary and non-discretionary basis to individual and institutional clients with separately managed accounts. | Gestor de Cartera-Acciones | 01/08/2013 |
Antiguos cargos conocidos de Andrew Charles Cattano.
Empresas | Cargo | Fin |
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ACC Investment Management, Inc.
![]() ACC Investment Management, Inc. Investment ManagersFinance ACC Investment Management, Inc. provides investment advice. The private company is based in Burlingame, CA. | Corporate Officer/Principal | 01/08/2013 |
Formación de Andrew Charles Cattano.
St. Mary's College of California | Masters Business Admin |
University of California, Berkeley | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 2 |
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ACC Investment Management, Inc.
![]() ACC Investment Management, Inc. Investment ManagersFinance ACC Investment Management, Inc. provides investment advice. The private company is based in Burlingame, CA. | Finance |
Occidental Asset Management LLC
![]() Occidental Asset Management LLC Investment ManagersFinance Occidental Asset Management LLC is a SEC-registered investment advisor and wealth management firm headquartered Burlingame, California. The firm was founded by Chuck Cattano III in 2013 and is wholly-owned by OCCAM Capital LLC. Occidental Asset Management provides investment supervisory services on a discretionary and non-discretionary basis to individual and institutional clients with separately managed accounts. | Finance |
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