Historique de carrière de Stephen Yeatman
Anciens postes connus de Stephen Yeatman
| 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. | Fondateur | 01/01/1989 | 17/11/2022 |
| Gestionnaire de Portefeuille-Actions | 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 | - | - |
Formation de Stephen Yeatman
| University of Pennsylvania | Masters Business Admin |
| Bucknell University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Masters Business Admin | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 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 |
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