Sarah W. Quist
Plus aucun poste en cours
Profil
Prior to joining Vision Capital in September 2005, Ms. Quist held investment management positions at Bidwell & Co., Coldstream Capital Management, and Charles Schwab.
Her investment career was inspired by her father who co-founded the first technology-oriented investment banking firm on the West Coast: Hambrecht & Quist.
Ms. Quist is a University of Oregon graduate, where her studies were focused on Economics.
She is devoted to her family of three boys and our community.
Her volunteer efforts include serving as Chair of the Chapman Elementary School Auction.
She is also a partner with Social Venture Partners Portland.
Anciens postes connus de Sarah W. Quist
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Bidwell & Co.
 Bidwell & Co. Investment Banks/BrokersFinance Part of The Charles Schwab Corp., Bidwell & Co. is a company that provides online trading and brokerage services. The company is based in Portland, OR. The company was founded by H. Gerald Bidwell. Bidwell was acquired by Ameritrade Holding Corp. on January 05, 2004. | Corporate Officer/Principal | - |
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Corporate Officer/Principal | - |
Vision Capital Management, Inc.
 Vision Capital Management, Inc. Investment ManagersFinance Vision Capital Management, Inc. (Vision Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Oregon. The firm was founded in 1999 by Suzanne McGrath and Marina Johnson. Vision Capital provides traditional discretionary portfolio management for individual clients and institutional clients through separately managed accounts. | Gestionnaire de Portefeuille-Actions | 15/11/2010 |
Formation de Sarah W. Quist
| University of Oregon | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Vision Capital Management, Inc.
Vision Capital Management, Inc. Investment ManagersFinance Vision Capital Management, Inc. (Vision Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Oregon. The firm was founded in 1999 by Suzanne McGrath and Marina Johnson. Vision Capital provides traditional discretionary portfolio management for individual clients and institutional clients through separately managed accounts. | Finance |
Bidwell & Co.
Bidwell & Co. Investment Banks/BrokersFinance Part of The Charles Schwab Corp., Bidwell & Co. is a company that provides online trading and brokerage services. The company is based in Portland, OR. The company was founded by H. Gerald Bidwell. Bidwell was acquired by Ameritrade Holding Corp. on January 05, 2004. | Finance |
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
