Steven L. Colton
Gestor de Cartera-Acciones en West Coast Financial LLC .
Perfil
Steven L.
Colton is currently a Senior Portfolio Manager at West Coast Financial LLC since 2020.
He previously worked as a Senior Vice President at Engemann Asset Management from 1997 to 2007 and at Virtus Investment Advisers, Inc. from 1997 to 2009.
He also worked as a Portfolio Manager at American Century Investment Management, Inc. and as a Principal at Dean Witter Reynolds, Inc. Mr. Colton holds a graduate degree from Stanford University and an undergraduate degree from the University of California San Diego.
Cargos activos de Steven L. Colton
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West Coast Financial LLC
West Coast Financial LLC Investment ManagersFinance West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses. | Gestor de Cartera-Acciones | 01/01/2020 |
Antiguos cargos conocidos de Steven L. Colton.
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Virtus Investment Advisers, Inc.
Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Director de Inversiones | 20/03/2009 |
Engemann Asset Management
Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Gestor de Cartera-Acciones | 30/09/2007 |
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Gestor de Cartera-Acciones | - |
Formación de Steven L. Colton.
University of California San Diego | Undergraduate Degree |
Stanford University | Graduate Degree |
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Empresas relacionadas
Empresas privadas | 5 |
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Virtus Investment Advisers, Inc.
Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Finance |
Engemann Asset Management
Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Finance |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Finance |
Dean Witter Reynolds, Inc. | Finance |
West Coast Financial LLC
West Coast Financial LLC Investment ManagersFinance West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses. | Finance |
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