Historial de carrera de Stephen Yeatman
Antiguos cargos conocidos de Stephen Yeatman.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Fundador | 01/01/1989 | 17/11/2022 |
| Gestor de Cartera-Acciones | 01/01/1989 | 17/11/2022 | |
White, Weld & Co. LLC
 White, Weld & Co. LLC Financial ConglomeratesFinance White, Weld & Co. LLC provides financial services. The private company is based in New York, NY. | Corporate Officer/Principal | - | - |
Formación de Stephen Yeatman.
| University of Pennsylvania | Masters Business Admin |
| Bucknell University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 5 |
Operativa
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Masters Business Admin | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
BTR Capital Management, Inc.
BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Finance |
White, Weld & Co. LLC
White, Weld & Co. LLC Financial ConglomeratesFinance White, Weld & Co. LLC provides financial services. The private company is based in New York, NY. | Finance |
- Bolsa de valores
- Insiders
- Stephen Yeatman
- Experiencia
