Historique de carrière de Loren W. Walden
Anciens postes connus de Loren W. Walden
| Sociétés | Poste | Début | 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. | Corporate Officer/Principal | 01/01/1994 | - |
Brookside Capital, Inc.
 Brookside Capital, Inc. Investment ManagersFinance Brookside Capital, Inc. is an independent wealth management firm headquartered in San Francisco, California. The firm was founded by James Rea in 1989. They provide investment management services to high-net worth individuals and charitable organizations. | Corporate Officer/Principal | 31/12/1993 | 31/12/1993 |
Blue Oak Capital LLC
 Blue Oak Capital LLC Investment ManagersFinance Blue Oak Capital LLC (Blue Oak) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 1999 by Thomas Baker and Loren Walden. Blue Oak provides wealth management services to a select group of individuals, families, and trusts. | Fondateur | 23/08/2010 | - |
| Gestionnaire de Portefeuille-Actions | 30/04/1999 | - | |
| Portfolio Manager-Fixed Income | 23/08/2010 | - |
Formation de Loren W. Walden
| Menlo College | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Corporate Officer/Principal | 2 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sectorielle
| Finance | 4 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
Brookside Capital, Inc.
Brookside Capital, Inc. Investment ManagersFinance Brookside Capital, Inc. is an independent wealth management firm headquartered in San Francisco, California. The firm was founded by James Rea in 1989. They provide investment management services to high-net worth individuals and charitable organizations. | Finance |
Blue Oak Capital LLC
Blue Oak Capital LLC Investment ManagersFinance Blue Oak Capital LLC (Blue Oak) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 1999 by Thomas Baker and Loren Walden. Blue Oak provides wealth management services to a select group of individuals, families, and trusts. | Finance |
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