Historique de carrière de Scott Upham
Anciens postes connus de Scott Upham
| Sociétés | Poste | Début | 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. | Directeur Général | 01/05/2015 | 01/01/2022 |
| Compliance Officer | 01/05/2015 | 01/01/2022 | |
| Fondateur | 01/05/2015 | 01/01/2022 | |
| Membre du Comité d'Investissement | 01/05/2015 | 01/01/2022 | |
| Gestionnaire de Portefeuille-Actions | 01/05/2015 | 01/01/2022 |
Formation de Scott Upham
| University of Maine | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 3 |
Opérationnelle
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sectorielle
| Finance | 2 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 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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