Historial de carrera de Scott Upham
Antiguos cargos conocidos de Scott Upham.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Cribstone Capital Management LLC
 Cribstone Capital Management LLC Investment ManagersFinance Cribstone Capital Management LLC (Cribstone) is a registered investment advisor and wealth management firm headquartered in Augusta, Maine. The firm was founded by Scott E. Upham in 2015. In 2022, they were acquired by EP Wealth Advisors LLC, a portfolio company of EPWA, Inc. Cribstone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, endowments, foundations, corporations and business entities. | Director Ejecutivo | 01/05/2015 | 01/01/2022 |
| Oficial de Cumplimiento | 01/05/2015 | 01/01/2022 | |
| Fundador | 01/05/2015 | 01/01/2022 | |
| Miembro del Comité de Inversión | 01/05/2015 | 01/01/2022 | |
| Gestor de Cartera-Acciones | 01/05/2015 | 01/01/2022 |
Formación de Scott Upham.
| University of Maine | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 3 |
Operativa
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sectorial
| Finance | 2 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Cribstone Capital Management LLC
Cribstone Capital Management LLC Investment ManagersFinance Cribstone Capital Management LLC (Cribstone) is a registered investment advisor and wealth management firm headquartered in Augusta, Maine. The firm was founded by Scott E. Upham in 2015. In 2022, they were acquired by EP Wealth Advisors LLC, a portfolio company of EPWA, Inc. Cribstone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, endowments, foundations, corporations and business entities. | Finance |
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